Adams Wealth Management Select Sector Spdr Tr Real Est Transaction History
Adams Wealth Management
- $484 Million
- Q4 2024
A detailed history of Adams Wealth Management transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Adams Wealth Management holds 134,119 shares of XLRE stock, worth $5.75 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
134,119
Previous 106,592
25.82%
Holding current value
$5.75 Million
Previous $4.76 Million
14.56%
% of portfolio
1.13%
Previous 1.1%
Shares
2 transactions
Others Institutions Holding XLRE
# of Institutions
846Shares Held
134MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.37 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$844 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$270 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$188 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$165 Million0.04% of portfolio