Stone Summit Wealth LLC's ownership history for XLU

Stone Summit Wealth LLC currently holds 22.5K shares with a market value of $961.4K. It started holding XLU on 2024-09-30. At its peak, it held 22.5K shares on 2025-12-31. Its highest holding value was $1.1M on 2024-09-30. At its lowest, it held 11.3K shares on 2025-09-30, with a value of $956.2K on 2025-06-30. In the recent 180 days, Stone Summit Wealth LLC has increased its shares by 10.8K. In the recent year, Stone Summit Wealth LLC has increased its shares by 9.4K.