Dougherty Wealth Advisers LLC Select Sector Spdr Tr Real Est Transaction History

Dougherty Wealth Advisers LLC

  • $135 Million
  • Q1 2025

A detailed history of Dougherty Wealth Advisers LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 218 shares of XLRE stock, worth $8,959. This represents 0.01% of its overall portfolio holdings.

Number of Shares
218
Previous 218 -0.0%
Holding current value
$8,959
Previous $8,000 12.5%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 30, 2024
SELL
$38.04 - $45.36 $1,445 - $1,723
-38 Reduced 14.84%
218 $9,000
Q3 2022

Oct 13, 2022
BUY
$35.63 - $45.74 $9,121 - $11,709
256 New
256 $9,000

Others Institutions Holding XLRE

# of Institutions
845
Shares Held
151M
Call Options Held
648K
Put Options Held
2.82M
View Full List

About SELECT SECTOR SPDR TR REAL EST

XLRE Quotes by TradingView
  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
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