Discipline Wealth Solutions, LLC's ownership history for XLU
Discipline Wealth Solutions, LLC currently holds 8.6K shares with a market value of $368.1K. It started holding XLU on 2025-06-30. At its peak, it held 8.6K shares on 2025-12-31. Its highest holding value was $373.3K on 2025-09-30. At its lowest, it held 4.0K shares on 2025-06-30, with a value of $324.2K on 2025-06-30. In the recent 180 days, Discipline Wealth Solutions, LLC has increased its shares by 4.7K.
Discipline Wealth Solutions, LLC's ownership history for XLU