Stonebridge Financial Planning Group, LLC's ownership history for XLU

Stonebridge Financial Planning Group, LLC currently holds 23.2K shares with a market value of $1.1M. It started holding XLU on 2025-03-31. At its peak, it held 23.2K shares on 2026-03-31. Its highest holding value was $1.1M on 2026-03-31. At its lowest, it held 3.9K shares on 2025-03-31, with a value of $309.2K on 2025-03-31. In the recent 180 days, Stonebridge Financial Planning Group, LLC has increased its shares by 15.3K. In the recent year, Stonebridge Financial Planning Group, LLC has increased its shares by 19.3K.