Jfs Wealth Advisors, LLC Select Sector Spdr Tr Real Est Transaction History
Jfs Wealth Advisors, LLC
- $1.46 Billion
- Q4 2024
A detailed history of Jfs Wealth Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 112,558 shares of XLRE stock, worth $4.79 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
112,558
Previous 99,318
13.33%
Holding current value
$4.79 Million
Previous $4.44 Million
3.18%
% of portfolio
0.31%
Previous 0.3%
Shares
20 transactions
Others Institutions Holding XLRE
# of Institutions
845Shares Held
134MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.36 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$838 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$269 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$187 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$164 Million0.04% of portfolio