Lionsbridge Wealth Management LLC's ownership history for XLU

Lionsbridge Wealth Management LLC currently holds 38.9K shares with a market value of $1.8M. It started holding XLU on 2024-09-30. At its peak, it held 42.1K shares on 2025-03-31. Its highest holding value was $3.2M on 2025-03-31. At its lowest, it held 18.7K shares on 2025-06-30, with a value of $1.5M on 2025-06-30. In the recent 180 days, Lionsbridge Wealth Management LLC has increased its shares by 19.9K. In the recent year, Lionsbridge Wealth Management LLC has decreased its shares by 3.1K.