Joel Isaacson & Co., LLC's ownership history for XLU

Joel Isaacson & Co., LLC currently holds 6.9K shares with a market value of $293.6K. It started holding XLU on 2024-12-31. At its peak, it held 6.9K shares on 2025-12-31. Its highest holding value was $293.6K on 2025-12-31. At its lowest, it held 3.3K shares on 2024-12-31, with a value of $247.6K on 2024-12-31. In the recent 180 days, Joel Isaacson & Co., LLC has increased its shares by 3.6K. In the recent year, Joel Isaacson & Co., LLC has increased its shares by 3.6K.