Shum Financial Group, Inc.'s ownership history for XLU

Shum Financial Group, Inc. currently holds 31.7K shares with a market value of $1.5M. It started holding XLU on 2024-09-30. At its peak, it held 31.7K shares on 2026-03-31. Its highest holding value was $1.5M on 2026-03-31. At its lowest, it held 15.6K shares on 2024-09-30, with a value of $1.2M on 2024-12-31. In the recent 180 days, Shum Financial Group, Inc. has increased its shares by 15.8K. In the recent year, Shum Financial Group, Inc. has increased its shares by 16.0K.