Kingsview Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History
Kingsview Wealth Management, LLC
- $5.28 Billion
- Q2 2025
A detailed history of Kingsview Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 420,328 shares of XLRE stock, worth $17.6 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
420,328
Previous 351,408
19.61%
Holding current value
$17.6 Million
Previous $14.7 Million
18.38%
% of portfolio
0.33%
Previous 0.31%
Shares
27 transactions
Others Institutions Holding XLRE
# of Institutions
828Shares Held
142MCall Options Held
489KPut Options Held
2.05M-
Creative Planning Overland Park, KS37.4MShares$1.56 Billion1.33% of portfolio
-
Bank Of America Corp Charlotte, NC19MShares$792 Million0.06% of portfolio
-
Morgan Stanley New York, NY6.63MShares$277 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.22MShares$176 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA3.66MShares$153 Million0.03% of portfolio