Wcg Wealth Advisors LLC Select Sector Spdr Tr Real Est Transaction History
Wcg Wealth Advisors LLC
- $1.21 Billion
- Q1 2025
A detailed history of Wcg Wealth Advisors LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 332,487 shares of XLRE stock, worth $13.9 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
332,487
Previous 332,487
-0.0%
Holding current value
$13.9 Million
Previous $13.9 Million
0.01%
% of portfolio
1.15%
Previous 1.06%
Shares
11 transactions
Others Institutions Holding XLRE
# of Institutions
844Shares Held
151MCall Options Held
648KPut Options Held
2.82M-
Creative Planning Overland Park, KS34.5MShares$1.44 Billion1.36% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$798 Million0.07% of portfolio
-
Auto Owners Insurance CO Lansing, MI13.4MShares$558 Million4.28% of portfolio
-
Morgan Stanley New York, NY6.83MShares$286 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.03MShares$168 Million0.04% of portfolio