Liberty Square Wealth Partners LLC Select Sector Spdr Tr Real Est Transaction History
Liberty Square Wealth Partners LLC
- $289 Billion
- Q2 2025
A detailed history of Liberty Square Wealth Partners LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Liberty Square Wealth Partners LLC holds 16,429 shares of XLRE stock, worth $677,696. This represents 0.24% of its overall portfolio holdings.
Number of Shares
16,429
Previous 16,466
0.22%
Holding current value
$677,696
Previous $689 Million
1.25%
% of portfolio
0.24%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding XLRE
# of Institutions
839Shares Held
139MCall Options Held
493KPut Options Held
2.82M-
Creative Planning Overland Park, KS37.4MShares$1.54 Billion1.33% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$787 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.83MShares$282 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.03MShares$166 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.94MShares$163 Million0.07% of portfolio