Kfg Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History

Kfg Wealth Management, LLC

  • $385 Million
  • Q4 2024

A detailed history of Kfg Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 108,014 shares of XLRE stock, worth $4.59 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
108,014
Previous 82,695 30.62%
Holding current value
$4.59 Million
Previous $3.69 Million 18.93%
% of portfolio
1.14%
Previous 1.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$40.06 - $45.21 $1.01 Million - $1.14 Million
25,319 Added 30.62%
108,014 $4.39 Million
Q3 2024

Oct 15, 2024
BUY
$38.04 - $45.36 $3.15 Million - $3.75 Million
82,695 New
82,695 $3.69 Million

Others Institutions Holding XLRE

# of Institutions
851
Shares Held
134M
Call Options Held
838K
Put Options Held
4.48M
View Full List

About SELECT SECTOR SPDR TR REAL EST

XLRE Quotes by TradingView
  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
Track This Portfolio

Track Kfg Wealth Management, LLC Portfolio

Follow Kfg Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kfg Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kfg Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email