Perfromance Wealth Partners, LLC's ownership history for XLU

Perfromance Wealth Partners, LLC currently holds 40.4K shares with a market value of $1.9M. It started holding XLU on 2024-09-30. At its peak, it held 40.4K shares on 2026-03-31. Its highest holding value was $1.9M on 2026-03-31. At its lowest, it held 20.7K shares on 2025-09-30, with a value of $1.7M on 2024-12-31. In the recent 180 days, Perfromance Wealth Partners, LLC has increased its shares by 19.7K. In the recent year, Perfromance Wealth Partners, LLC has increased its shares by 18.9K.