Stone Summit Wealth LLC's ownership history for XLU

Stone Summit Wealth LLC currently holds 23.3K shares with a market value of $1.1M. It started holding XLU on 2024-09-30. At its peak, it held 23.3K shares on 2026-03-31. Its highest holding value was $1.1M on 2026-03-31. 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 12.1K. In the recent year, Stone Summit Wealth LLC has increased its shares by 11.1K.