True Wealth Design, LLC's ownership history for XEL

True Wealth Design, LLC currently holds 884 shares with a market value of $65.3K. It started holding XEL on 2024-12-31. At its peak, it held 2.0K shares on 2025-03-31. Its highest holding value was $144.2K on 2025-03-31. At its lowest, it held 884 shares on 2025-12-31, with a value of $64.8K on 2025-06-30. In the recent 180 days, True Wealth Design, LLC has decreased its shares by 68. In the recent year, True Wealth Design, LLC has decreased its shares by 1.1K.