Prevail Innovative Wealth Advisors, LLC Select Sector Spdr Tr Real Est Transaction History

Prevail Innovative Wealth Advisors, LLC

  • $345 Billion
  • Q4 2024

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 11,792 shares of XLRE stock, worth $508,824. This represents 0.14% of its overall portfolio holdings.

Number of Shares
11,792
Holding current value
$508,824
% of portfolio
0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$40.06 - $45.21 $472,387 - $533,116
11,792 New
11,792 $480 Million
Q1 2024

May 09, 2024
BUY
$37.55 - $40.43 $300,062 - $323,076
7,991 Added 142.04%
13,617 $538 Million
Q4 2023

Feb 13, 2024
BUY
$32.19 - $40.5 $181,100 - $227,853
5,626 New
5,626 $225 Million
Q2 2023

Aug 15, 2023
BUY
$35.21 - $37.75 $888,665 - $952,772
25,239 New
25,239 $951 Million

Others Institutions Holding XLRE

# of Institutions
848
Shares Held
134M
Call Options Held
838K
Put Options Held
4.48M
View Full List

About SELECT SECTOR SPDR TR REAL EST

XLRE Quotes by TradingView
  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
Track This Portfolio

Track Prevail Innovative Wealth Advisors, LLC Portfolio

Follow Prevail Innovative Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prevail Innovative Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prevail Innovative Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email