Mgb Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History
Mgb Wealth Management, LLC
- $276 Billion
- Q1 2025
A detailed history of Mgb Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 8,400 shares of XLRE stock, worth $348,012. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,400
Previous 8,450
0.59%
Holding current value
$348,012
Previous $344 Million
2.29%
% of portfolio
0.13%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding XLRE
# of Institutions
839Shares Held
136MCall Options Held
493KPut Options Held
2.82M-
Creative Planning Overland Park, KS34.5MShares$1.43 Billion1.36% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$791 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.83MShares$283 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.03MShares$167 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.94MShares$163 Million0.07% of portfolio