A detailed history of Modera Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Modera Wealth Management, LLC holds 26,684 shares of XLRE stock, worth $1.09 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
26,684
Previous 26,950 0.99%
Holding current value
$1.09 Million
Previous $1.04 Million 15.07%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$38.04 - $45.36 $10,118 - $12,065
-266 Reduced 0.99%
26,684 $1.19 Million
Q1 2024

May 14, 2024

BUY
$37.55 - $40.43 $1.01 Million - $1.09 Million
26,950 New
26,950 $1.07 Million
Q3 2023

Nov 01, 2023

BUY
$33.6 - $38.97 $72,038 - $83,551
2,144 New
2,144 $73,000

Others Institutions Holding XLRE

About SELECT SECTOR SPDR TR REAL EST


  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
Track This Portfolio

Track Modera Wealth Management, LLC Portfolio

Follow Modera 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 Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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