Holos Integrated Wealth LLC's ownership history for XLU

Holos Integrated Wealth LLC currently holds 1.7K shares with a market value of $74.4K. It started holding XLU on 2024-12-31. At its peak, it held 1.7K shares on 2025-12-31. Its highest holding value was $77.8K on 2025-09-30. At its lowest, it held 862 shares on 2025-03-31, with a value of $68.0K on 2025-03-31. In the recent 180 days, Holos Integrated Wealth LLC has increased its shares by 862. In the recent year, Holos Integrated Wealth LLC has increased its shares by 746.