Summit Financial, LLC's ownership history for XLU

Summit Financial, LLC currently holds 382.9K shares with a market value of $33.4M. It started holding XLU on 2024-09-30. At its peak, it held 384.9K shares on 2025-03-31. Its highest holding value was $33.4M on 2025-09-30. At its lowest, it held 39.8K shares on 2024-09-30, with a value of $3.2M on 2024-09-30. In the recent 180 days, Summit Financial, LLC has decreased its shares by 2.1K. In the recent year, Summit Financial, LLC has increased its shares by 343.0K.