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

Joel Isaacson & Co., LLC currently holds 8.7K shares with a market value of $401.5K. It started holding XLU on 2024-12-31. At its peak, it held 8.7K shares on 2026-03-31. Its highest holding value was $401.5K on 2026-03-31. 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 5.4K. In the recent year, Joel Isaacson & Co., LLC has increased its shares by 5.5K.