Modern Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History

Modern Wealth Management, LLC

  • $1.11 Trillion
  • Q1 2024

A detailed history of Modern Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Modern Wealth Management, LLC holds 7,000 shares of XLRE stock, worth $267,120. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,000
Previous 6,819 2.65%
Holding current value
$267,120
Previous $273 Million 3.11%
% of portfolio
0.02%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$37.55 - $40.43 $6,796 - $7,317
181 Added 2.65%
7,000 $265 Million
Q4 2023

Feb 14, 2024
BUY
$32.19 - $40.5 $219,503 - $276,169
6,819 New
6,819 $273 Million

Others Institutions Holding XLRE

# of Institutions
741
Shares Held
114M
Call Options Held
410K
Put Options Held
1.05M
View Full List

About SELECT SECTOR SPDR TR REAL EST

XLRE Quotes by TradingView
  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
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