Sound View Wealth Advisors Group, LLC's ownership history for XLU


Sound View Wealth Advisors Group, LLC currently holds 155.7K shares with a market value of $6.6M. It started holding XLU on 2024-09-30. At its peak, it held 155.7K shares on 2025-12-31. Its highest holding value was $6.6M on 2025-12-31. At its lowest, it held 61.6K shares on 2024-09-30, with a value of $5.0M on 2024-09-30. In the recent 180 days, Sound View Wealth Advisors Group, LLC has increased its shares by 83.5K. In the recent year, Sound View Wealth Advisors Group, LLC has increased its shares by 89.4K.


Sound View Wealth Advisors Group, LLC's ownership history for XLU