Simplicity Wealth,LLC's ownership history for XLU


Simplicity Wealth,LLC currently holds 15.1K shares with a market value of $1.3M. It started holding XLU on 2024-09-30. At its peak, it held 15.1K shares on 2025-09-30. Its highest holding value was $1.3M on 2025-09-30. At its lowest, it held 4.9K shares on 2024-09-30, with a value of $395.6K on 2024-09-30. In the recent 180 days, Simplicity Wealth,LLC has increased its shares by 10.2K.


Simplicity Wealth,LLC's ownership history for XLU