Axxcess Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History
Axxcess Wealth Management, LLC
- $3.61 Billion
- Q2 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 27,566 shares of XLRE stock, worth $1.22 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
27,566
Previous 89,422
69.17%
Holding current value
$1.22 Million
Previous $3.53 Million
70.06%
% of portfolio
0.03%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding XLRE
# of Institutions
730Shares Held
118MCall Options Held
435KPut Options Held
2.32M-
Creative Planning Overland Park, KS27.4MShares$1.21 Billion1.12% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$845 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.78MShares$256 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$139 Million0.06% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA2.95MShares$130 Million3.89% of portfolio