Evermay Wealth Management LLC Select Sector Spdr Tr Real Est Transaction History
Evermay Wealth Management LLC
- $618 Million
- Q3 2024
A detailed history of Evermay Wealth Management LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Evermay Wealth Management LLC holds 735 shares of XLRE stock, worth $32,406. This represents 0.01% of its overall portfolio holdings.
Number of Shares
735
Previous 735
-0.0%
Holding current value
$32,406
Previous $28,000
14.29%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding XLRE
# of Institutions
819Shares Held
141MCall Options Held
704KPut Options Held
4.5M-
Creative Planning Overland Park, KS29.1MShares$1.29 Billion1.29% of portfolio
-
Bank Of America Corp Charlotte, NC20.1MShares$887 Million0.08% of portfolio
-
Morgan Stanley New York, NY6.99MShares$308 Million0.02% of portfolio
-
Squarepoint Ops LLC New York, NY4.95MShares$218 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.34MShares$191 Million0.09% of portfolio