Modern Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Modern Wealth Management, LLC holds 7,003 shares of XLRE stock, worth $316,605. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,003
Previous 7,002 0.01%
Holding current value
$316,605
Previous $269 Million 16.32%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$38.04 - $45.36 $38 - $45
1 Added 0.01%
7,003 $313 Million
Q2 2024

Aug 07, 2024
BUY
$35.73 - $39.2 $71 - $78
2 Added 0.03%
7,002 $269 Million
Q1 2024

May 13, 2024
BUY
$37.55 - $40.43 $6,796 - $7,317
181 Added 2.65%
7,000 $265 Million
Q4 2023

Feb 14, 2024
BUY
$32.19 - $40.5 $219,503 - $276,169
6,819 New
6,819 $273 Million

Others Institutions Holding XLRE

# of Institutions
821
Shares Held
141M
Call Options Held
704K
Put Options Held
4.5M
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 Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, 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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email