Summit Financial Consulting LLC's ownership history for XLU

Summit Financial Consulting LLC currently holds 29.3K shares with a market value of $1.3M. It started holding XLU on 2025-03-31. At its peak, it held 29.3K shares on 2026-03-31. Its highest holding value was $1.3M on 2026-03-31. At its lowest, it held 6.3K shares on 2025-06-30, with a value of $516.4K on 2025-06-30. In the recent 180 days, Summit Financial Consulting LLC has increased its shares by 19.6K. In the recent year, Summit Financial Consulting LLC has increased its shares by 21.6K.