Wealth Enhancement Advisory Services, LLC Select Sector Spdr Tr Real Est Transaction History

Wealth Enhancement Advisory Services, LLC

  • $44.5 Billion
  • Q3 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 478,420 shares of XLRE stock, worth $20.6 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
478,420
Previous 329,350 45.26%
Holding current value
$20.6 Million
Previous $12.7 Million 68.94%
% of portfolio
0.05%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$38.04 - $45.36 $5.67 Million - $6.76 Million
149,070 Added 45.26%
478,420 $21.4 Million
Q2 2024

Jul 16, 2024
BUY
$35.73 - $39.2 $2.74 Million - $3.01 Million
76,703 Added 30.36%
329,350 $12.7 Million
Q1 2024

Apr 15, 2024
SELL
$37.55 - $40.43 $2.1 Million - $2.27 Million
-56,043 Reduced 18.16%
252,647 $9.99 Million
Q4 2023

Jan 30, 2024
SELL
$32.19 - $40.5 $2.7 Million - $3.4 Million
-83,993 Reduced 21.39%
308,690 $12.4 Million
Q3 2023

Nov 13, 2023
BUY
$33.6 - $38.97 $13.2 Million - $15.3 Million
392,683 New
392,683 $13.4 Million
Q1 2023

Apr 25, 2023
BUY
$34.62 - $41.83 $629,564 - $760,678
18,185 Added 211.26%
26,793 $1 Million
Q4 2022

Feb 01, 2023
BUY
$33.77 - $39.47 $6,044 - $7,065
179 Added 2.12%
8,608 $317,000
Q3 2022

Oct 17, 2022
SELL
$35.63 - $45.74 $5.85 Million - $7.51 Million
-164,242 Reduced 95.12%
8,429 $291,000
Q2 2022

Jul 18, 2022
BUY
$38.85 - $50.6 $6.51 Million - $8.48 Million
167,495 Added 3235.99%
172,671 $7.12 Million
Q1 2022

Apr 18, 2022
BUY
$43.98 - $51.33 $227,640 - $265,684
5,176 New
5,176 $254,000

Others Institutions Holding XLRE

# of Institutions
818
Shares Held
141M
Call Options Held
704K
Put Options Held
4.5M
View Full List

About SELECT SECTOR SPDR TR REAL EST

XLRE Quotes by TradingView
  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email