Shared Vision Wealth Group LLC's ownership history for XLU

Shared Vision Wealth Group LLC currently holds 5.0K shares with a market value of $229.4K. It started holding XLU on 2025-09-30. At its peak, it held 5.0K shares on 2025-12-31. Its highest holding value was $229.4K on 2026-03-31. At its lowest, it held 2.5K shares on 2025-09-30, with a value of $214.3K on 2025-12-31. In the recent 180 days, Shared Vision Wealth Group LLC has increased its shares by 2.5K.