BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's ownership history for XLU

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC currently holds 2.5K shares with a market value of $117.0K. It started holding XLU on 2025-06-30. At its peak, it held 2.5K shares on 2026-03-31. Its highest holding value was $157.0K on 2025-09-30. At its lowest, it held 1.8K shares on 2025-09-30, with a value of $104.6K on 2025-12-31. In the recent 180 days, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC has increased its shares by 750.