Synergy Investment Management, LLC's ownership history for XLU

Synergy Investment Management, LLC currently holds 4.5K shares with a market value of $204.5K. It started holding XLU on 2024-12-31. At its peak, it held 4.5K shares on 2026-03-31. Its highest holding value was $204.5K on 2026-03-31. At its lowest, it held 670 shares on 2024-12-31, with a value of $50.6K on 2024-12-31. In the recent 180 days, Synergy Investment Management, LLC has increased its shares by 3.8K.