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 $685,732. This represents 0.7% of its overall portfolio holdings.
Number of Shares
15,717
Previous 15,428
1.87%
Holding current value
$685,732
Previous $609,000
0.99%
% of portfolio
0.7%
Previous 0.77%
Shares
5 transactions
Others Institutions Holding XLRE
# of Institutions
730Shares Held
118MCall Options Held
435KPut Options Held
2.32M-
Creative Planning Overland Park, KS27.4MShares$1.2 Billion1.12% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$834 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.78MShares$252 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$137 Million0.06% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA2.95MShares$129 Million3.89% of portfolio