Circle Wealth Management, LLC's ownership history for XLU

Circle Wealth Management, LLC currently holds 20.9K shares with a market value of $961.1K. It started holding XLU on 2025-03-31. At its peak, it held 20.9K shares on 2025-12-31. Its highest holding value was $961.1K on 2026-03-31. At its lowest, it held 2.7K shares on 2025-03-31, with a value of $209.6K on 2025-03-31. In the recent 180 days, Circle Wealth Management, LLC has increased its shares by 10.5K. In the recent year, Circle Wealth Management, LLC has increased its shares by 18.3K.