Sequent Planning LLC's ownership history for XLU

Sequent Planning LLC currently holds 7.8K shares with a market value of $359.9K. It started holding XLU on 2025-09-30. At its peak, it held 9.9K shares on 2025-12-31. Its highest holding value was $423.0K on 2025-12-31. At its lowest, it held 3.9K shares on 2025-09-30, with a value of $336.8K on 2025-09-30. In the recent 180 days, Sequent Planning LLC has increased its shares by 4.0K.