Jessup Wealth Management, Inc Select Sector Spdr Tr Real Est Transaction History
Jessup Wealth Management, Inc
- $238 Billion
- Q1 2025
A detailed history of Jessup Wealth Management, Inc transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Jessup Wealth Management, Inc holds 112,555 shares of XLRE stock, worth $4.71 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
112,555
Previous 119,977
6.19%
Holding current value
$4.71 Million
Previous $4.88 Billion
3.46%
% of portfolio
1.98%
Previous 2.08%
Shares
3 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$798 Million0.07% of portfolio
-
Auto Owners Insurance CO Lansing, MI13.4MShares$558 Million4.28% of portfolio
-
Morgan Stanley New York, NY6.83MShares$286 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.03MShares$168 Million0.04% of portfolio