Summit Wealth Partners, LLC's ownership history for XLU

Summit Wealth Partners, LLC currently holds 5.6K shares with a market value of $491.9K. It started holding XLU on 2024-09-30. At its peak, it held 5.6K shares on 2025-09-30. Its highest holding value was $491.9K on 2025-09-30. At its lowest, it held 3.7K shares on 2024-09-30, with a value of $302.2K on 2024-09-30. In the recent 180 days, Summit Wealth Partners, LLC has increased its shares by 1.9K.