Venturi Wealth Management, LLC's ownership history for XLU

Venturi Wealth Management, LLC currently holds 20.6K shares with a market value of $1.8M. It started holding XLU on 2024-09-30. At its peak, it held 25.4K shares on 2025-03-31. Its highest holding value was $2.0M on 2025-03-31. At its lowest, it held 14.7K shares on 2024-09-30, with a value of $1.2M on 2024-09-30. In the recent 180 days, Venturi Wealth Management, LLC has decreased its shares by 4.8K.