BARTLETT & CO. WEALTH MANAGEMENT LLC's ownership history for XLU
BARTLETT & CO. WEALTH MANAGEMENT LLC currently holds 5.5K shares with a market value of $236.1K. It started holding XLU on 2024-09-30. At its peak, it held 5.5K shares on 2025-12-31. Its highest holding value was $241.1K on 2025-09-30. At its lowest, it held 2.6K shares on 2024-09-30, with a value of $196.0K on 2024-12-31. In the recent 180 days, BARTLETT & CO. WEALTH MANAGEMENT LLC has increased its shares by 2.8K. In the recent year, BARTLETT & CO. WEALTH MANAGEMENT LLC has increased its shares by 2.9K.
BARTLETT & CO. WEALTH MANAGEMENT LLC's ownership history for XLU