Modern Wealth Management, LLC's ownership history for XLU

Modern Wealth Management, LLC currently holds 126.3K shares with a market value of $11.0M. It started holding XLU on 2024-12-31. At its peak, it held 126.3K shares on 2025-09-30. Its highest holding value was $11.0M on 2025-09-30. At its lowest, it held 82.3K shares on 2024-12-31, with a value of $6.5M on 2024-12-31. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 39.7K.