Tandem Wealth Advisors LLC's ownership history for XLU

Tandem Wealth Advisors LLC currently holds 16.1K shares with a market value of $687.9K. It started holding XLU on 2024-12-31. At its peak, it held 16.1K shares on 2025-12-31. Its highest holding value was $687.9K on 2025-12-31. At its lowest, it held 4.8K shares on 2024-12-31, with a value of $366.8K on 2024-12-31. In the recent 180 days, Tandem Wealth Advisors LLC has increased its shares by 10.7K. In the recent year, Tandem Wealth Advisors LLC has increased its shares by 11.3K.