Advyzon Investment Management, LLC's ownership history for XLU

Advyzon Investment Management, LLC currently holds 25.7K shares with a market value of $1.2M. It started holding XLU on 2025-03-31. At its peak, it held 25.7K shares on 2026-03-31. Its highest holding value was $1.5M on 2025-06-30. At its lowest, it held 5.7K shares on 2025-03-31, with a value of $447.3K on 2025-03-31. In the recent 180 days, Advyzon Investment Management, LLC has increased its shares by 14.8K. In the recent year, Advyzon Investment Management, LLC has increased its shares by 20.1K.