Evermay Wealth Management LLC Select Sector Spdr Tr Real Est Transaction History
Evermay Wealth Management LLC
- $654 Million
- Q4 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 $31,083. This represents 0.0% of its overall portfolio holdings.
Number of Shares
735
Previous 735
-0.0%
Holding current value
$31,083
Previous $32,000
9.38%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding XLRE
# of Institutions
843Shares Held
134MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.35 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$833 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$267 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$186 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$163 Million0.04% of portfolio