Kfg Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History
Kfg Wealth Management, LLC
- $472 Million
- Q3 2025
A detailed history of Kfg Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 147,702 shares of XLRE stock, worth $6.05 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
147,702
Previous 129,683
13.89%
Holding current value
$6.05 Million
Previous $5.37 Million
15.84%
% of portfolio
1.32%
Previous 1.24%
Shares
5 transactions
Others Institutions Holding XLRE
# of Institutions
842Shares Held
152MCall Options Held
490KPut Options Held
2.31M-
Creative Planning Overland Park, KS40.7MShares$1.67 Billion1.33% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$770 Million0.06% of portfolio
-
Morgan Stanley New York, NY6.67MShares$273 Million0.02% of portfolio
-
Phoenix Holdings Ltd. Givatayim, L34.7MShares$192 Million2.49% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.18MShares$171 Million0.06% of portfolio