Modern Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History
Modern Wealth Management, LLC
- $3.04 Billion
- Q1 2025
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 613,294 shares of XLRE stock, worth $26.2 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
613,294
Previous 607,705
0.92%
Holding current value
$26.2 Million
Previous $25.4 Billion
99.9%
% of portfolio
0.84%
Previous 0.82%
Shares
14 transactions
Others Institutions Holding XLRE
# of Institutions
839Shares Held
151MCall Options Held
648KPut Options Held
2.82M-
Creative Planning Overland Park, KS34.5MShares$1.47 Billion1.36% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$816 Million0.07% of portfolio
-
Auto Owners Insurance CO Lansing, MI13.4MShares$571 Million4.28% of portfolio
-
Morgan Stanley New York, NY6.83MShares$292 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.03MShares$172 Million0.04% of portfolio