Advisor OS, LLC's ownership history for XLU


Advisor OS, LLC currently holds 44.6K shares with a market value of $1.9M. It started holding XLU on 2025-03-31. At its peak, it held 44.6K shares on 2025-12-31. Its highest holding value was $1.9M on 2025-12-31. At its lowest, it held 6.6K shares on 2025-03-31, with a value of $523.5K on 2025-03-31. In the recent 180 days, Advisor OS, LLC has increased its shares by 37.9K.


Advisor OS, LLC's ownership history for XLU