SMART Wealth LLC's ownership history for XLU

SMART Wealth LLC currently holds 5.7K shares with a market value of $497.5K. It started holding XLU on 2023-03-31. At its peak, it held 65.3K shares on 2025-06-30. Its highest holding value was $5.3M on 2025-06-30. At its lowest, it held 5.7K shares on 2025-09-30, with a value of $451.1K on 2024-03-31. In the recent 180 days, SMART Wealth LLC has decreased its shares by 33.5K. In the recent year, SMART Wealth LLC has decreased its shares by 23.7K.