Ever Source Wealth Advisors, LLC Select Sector Spdr Tr Real Est Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,856 shares of XLRE stock, worth $77,450. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,856
Previous 17
10817.65%
Holding current value
$77,450
Previous $0
Infinity%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding XLRE
# of Institutions
844Shares Held
151MCall Options Held
648KPut Options Held
2.82M-
Creative Planning Overland Park, KS34.5MShares$1.44 Billion1.36% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$797 Million0.07% of portfolio
-
Auto Owners Insurance CO Lansing, MI13.4MShares$557 Million4.28% of portfolio
-
Morgan Stanley New York, NY6.83MShares$285 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.03MShares$168 Million0.04% of portfolio