Discipline Wealth Solutions, LLC's ownership history for XLU

Discipline Wealth Solutions, LLC currently holds 9.5K shares with a market value of $436.2K. It started holding XLU on 2025-06-30. At its peak, it held 9.5K shares on 2026-03-31. Its highest holding value was $436.2K on 2026-03-31. At its lowest, it held 4.0K shares on 2025-06-30, with a value of $324.2K on 2025-06-30. In the recent 180 days, Discipline Wealth Solutions, LLC has increased its shares by 5.2K.