Phillips Wealth Planners LLC's ownership history for XLU

Phillips Wealth Planners LLC currently holds 9.2K shares with a market value of $395.0K. It started holding XLU on 2024-09-30. At its peak, it held 9.2K shares on 2025-12-31. Its highest holding value was $423.8K on 2025-09-30. At its lowest, it held 3.9K shares on 2024-09-30, with a value of $324.2K on 2024-09-30. In the recent 180 days, Phillips Wealth Planners LLC has increased its shares by 5.2K.