Coordinated Financial Services, Inc.'s ownership history for XLU

Coordinated Financial Services, Inc. currently holds 7.8K shares with a market value of $335.1K. It started holding XLU on 2025-06-30. At its peak, it held 7.8K shares on 2025-12-31. Its highest holding value was $335.1K on 2025-12-31. At its lowest, it held 2.8K shares on 2025-06-30, with a value of $226.6K on 2025-06-30. In the recent 180 days, Coordinated Financial Services, Inc. has increased its shares by 5.1K.