CVFG LLC's ownership history for XLU

CVFG LLC currently holds 5.7K shares with a market value of $242.6K. It started holding XLU on 2025-03-31. At its peak, it held 5.7K shares on 2025-12-31. Its highest holding value was $247.3K on 2025-09-30. At its lowest, it held 2.6K shares on 2025-03-31, with a value of $203.5K on 2025-03-31. In the recent 180 days, CVFG LLC has increased its shares by 3.0K.