MILESTONE ASSET MANAGEMENT, LLC's ownership history for XLU

MILESTONE ASSET MANAGEMENT, LLC currently holds 8.1K shares with a market value of $373.5K. It started holding XLU on 2025-03-31. At its peak, it held 32.0K shares on 2025-03-31. Its highest holding value was $2.5M on 2025-03-31. At its lowest, it held 7.4K shares on 2025-12-31, with a value of $317.1K on 2025-12-31. In the recent 180 days, MILESTONE ASSET MANAGEMENT, LLC has decreased its shares by 23.9K.