Wmg Financial Advisors, LLC Select Sector Spdr Tr Real Est Transaction History
Wmg Financial Advisors, LLC
- $246 Million
- Q2 2025
A detailed history of Wmg Financial Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 8,750 shares of XLRE stock, worth $365,487. This represents 0.15% of its overall portfolio holdings.
Number of Shares
8,750
Previous 8,750
-0.0%
Holding current value
$365,487
Previous $366,000
1.09%
% of portfolio
0.15%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding XLRE
# of Institutions
828Shares Held
142MCall Options Held
489KPut Options Held
2.05M-
Creative Planning Overland Park, KS37.4MShares$1.56 Billion1.33% of portfolio
-
Bank Of America Corp Charlotte, NC19MShares$792 Million0.06% of portfolio
-
Morgan Stanley New York, NY6.63MShares$277 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.22MShares$176 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA3.66MShares$153 Million0.03% of portfolio