Prestige Wealth Management Group LLC Select Sector Spdr Tr Real Est Transaction History
Prestige Wealth Management Group LLC
- $491 Million
- Q3 2025
A detailed history of Prestige Wealth Management Group LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 4,500 shares of XLRE stock, worth $184,275. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,500
Previous 3,824
17.68%
Holding current value
$184,275
Previous $158,000
19.62%
% of portfolio
0.04%
Previous 0.03%
Shares
16 transactions
Others Institutions Holding XLRE
# of Institutions
841Shares Held
152MCall Options Held
490KPut Options Held
2.31M-
Creative Planning Overland Park, KS40.7MShares$1.67 Billion1.33% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$770 Million0.06% of portfolio
-
Morgan Stanley New York, NY6.67MShares$273 Million0.02% of portfolio
-
Phoenix Holdings Ltd. Givatayim, L34.7MShares$192 Million2.49% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.18MShares$171 Million0.06% of portfolio