Modern Wealth Management, LLC's ownership history for XLU

Modern Wealth Management, LLC currently holds 296.0K shares with a market value of $12.6M. It started holding XLU on 2024-12-31. At its peak, it held 296.0K shares on 2025-12-31. Its highest holding value was $12.6M on 2025-12-31. At its lowest, it held 82.3K shares on 2024-12-31, with a value of $6.5M on 2024-12-31. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 190.7K. In the recent year, Modern Wealth Management, LLC has increased its shares by 213.7K.