Bernard Wealth Management Corp. Select Sector Spdr Tr Real Est Transaction History
Bernard Wealth Management Corp.
- $239 Billion
- Q3 2025
A detailed history of Bernard Wealth Management Corp. transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 3 shares of XLRE stock, worth $125. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3Holding current value
$125% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding XLRE
# of Institutions
829Shares Held
142MCall Options Held
489KPut Options Held
2.05M-
Creative Planning Overland Park, KS37.4MShares$1.56 Billion1.33% of portfolio
-
Bank Of America Corp Charlotte, NC19MShares$792 Million0.06% of portfolio
-
Morgan Stanley New York, NY6.63MShares$277 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.22MShares$176 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA3.66MShares$153 Million0.03% of portfolio