EXENCIAL WEALTH ADVISORS, LLC's ownership history for XLU

EXENCIAL WEALTH ADVISORS, 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 2024-09-30. At its lowest, it held 46.5K shares on 2025-06-30, with a value of $3.8M on 2025-06-30. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 45.6K. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 43.6K.