Liberty Square Wealth Partners LLC Select Sector Spdr Tr Real Est Transaction History
Liberty Square Wealth Partners LLC
- $262 Billion
- Q1 2025
A detailed history of Liberty Square Wealth Partners LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Liberty Square Wealth Partners LLC holds 16,466 shares of XLRE stock, worth $667,366. This represents 0.26% of its overall portfolio holdings.
Number of Shares
16,466
Previous 16,838
2.21%
Holding current value
$667,366
Previous $708 Million
2.7%
% of portfolio
0.26%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding XLRE
# of Institutions
852Shares Held
139MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.29 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$798 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$256 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$178 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$156 Million0.04% of portfolio