Waverly Advisors, LLC's ownership history for XLU

Waverly Advisors, LLC currently holds 354.3K shares with a market value of $16.3M. It started holding XLU on 2024-12-31. At its peak, it held 354.3K shares on 2026-03-31. Its highest holding value was $16.3M on 2026-03-31. At its lowest, it held 34.9K shares on 2025-03-31, with a value of $2.7M on 2025-03-31. In the recent 180 days, Waverly Advisors, LLC has increased its shares by 271.5K. In the recent year, Waverly Advisors, LLC has increased its shares by 319.4K.