Waverly Advisors, LLC's ownership history for XLU

Waverly Advisors, LLC currently holds 82.8K shares with a market value of $7.2M. It started holding XLU on 2024-12-31. At its peak, it held 82.8K shares on 2025-09-30. Its highest holding value was $7.2M on 2025-09-30. 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 47.9K.