Summit Financial, LLC's ownership history for XLU

Summit Financial, LLC currently holds 807.4K shares with a market value of $37.1M. It started holding XLU on 2024-09-30. At its peak, it held 807.4K shares on 2026-03-31. Its highest holding value was $37.1M on 2026-03-31. 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 increased its shares by 424.5K. In the recent year, Summit Financial, LLC has increased its shares by 422.5K.