Legacy Wealth Managment, Llc/Id Select Sector Spdr Tr Real Est Transaction History
Legacy Wealth Managment, Llc/Id
- $120 Million
- Q2 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 91 shares of XLRE stock, worth $3,829. This represents 0.0% of its overall portfolio holdings.
Number of Shares
91
Previous 34
167.65%
Holding current value
$3,829
Previous $1,000
200.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding XLRE
# of Institutions
825Shares Held
142MCall Options Held
489KPut Options Held
2.05M-
Creative Planning Overland Park, KS37.4MShares$1.57 Billion1.33% of portfolio
-
Bank Of America Corp Charlotte, NC19MShares$798 Million0.06% of portfolio
-
Morgan Stanley New York, NY6.63MShares$279 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.22MShares$177 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA3.66MShares$154 Million0.03% of portfolio