Worth Asset Management, LLC's ownership history for XLU

Worth Asset Management, LLC currently holds 8.4K shares with a market value of $385.8K. It started holding XLU on 2024-09-30. At its peak, it held 8.4K shares on 2026-03-31. Its highest holding value was $462.1K on 2024-09-30. At its lowest, it held 3.0K shares on 2024-12-31, with a value of $226.2K on 2024-12-31. In the recent 180 days, Worth Asset Management, LLC has increased its shares by 5.4K.