Talisman Wealth Advisors LLC Select Sector Spdr Tr Real Est Transaction History
Talisman Wealth Advisors LLC
- $86.2 Million
- Q2 2024
A detailed history of Talisman Wealth Advisors LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 15,717 shares of XLRE stock, worth $670,487. This represents 0.7% of its overall portfolio holdings.
Number of Shares
15,717
Previous 15,428
1.87%
Holding current value
$670,487
Previous $609,000
0.99%
% of portfolio
0.7%
Previous 0.77%
Shares
5 transactions
Others Institutions Holding XLRE
# of Institutions
769Shares Held
128MCall Options Held
435KPut Options Held
2.32M-
Creative Planning Overland Park, KS29.1MShares$1.24 Billion1.29% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$815 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.78MShares$247 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$134 Million0.06% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA2.99MShares$128 Million3.78% of portfolio