Prevail Innovative Wealth Advisors, LLC Select Sector Spdr Tr Real Est Transaction History

Prevail Innovative Wealth Advisors, LLC

  • $269 Billion
  • Q1 2024

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 13,617 shares of XLRE stock, worth $523,028. This represents 0.2% of its overall portfolio holdings.

Number of Shares
13,617
Previous 5,626 142.04%
Holding current value
$523,028
Previous $225 Million 138.83%
% of portfolio
0.2%
Previous 0.11%

Shares

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

May 09, 2024
BUY
$37.55 - $40.43 $300,062 - $323,076
7,991 Added 142.04%
13,617 $538 Million
Q4 2023

Feb 13, 2024
BUY
$32.19 - $40.5 $181,100 - $227,853
5,626 New
5,626 $225 Million
Q2 2023

Aug 15, 2023
BUY
$35.21 - $37.75 $888,665 - $952,772
25,239 New
25,239 $951 Million

Others Institutions Holding XLRE

# of Institutions
740
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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