Ellis Investment Partners, LLC's ownership history for XLU
Ellis Investment Partners, LLC currently holds 93.8K shares with a market value of $4.3M. It started holding XLU on 2024-09-30. At its peak, it held 95.6K shares on 2025-12-31. Its highest holding value was $4.3M on 2026-03-31. At its lowest, it held 43.9K shares on 2024-09-30, with a value of $3.5M on 2024-09-30. In the recent 180 days, Ellis Investment Partners, LLC has increased its shares by 47.9K. In the recent year, Ellis Investment Partners, LLC has increased its shares by 48.5K.
Ellis Investment Partners, LLC's ownership history for XLU