Jessup Wealth Management, Inc Select Sector Spdr Tr Real Est Transaction History
Jessup Wealth Management, Inc
- $218 Billion
- Q3 2024
A detailed history of Jessup Wealth Management, Inc transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Jessup Wealth Management, Inc holds 122,615 shares of XLRE stock, worth $5.37 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
122,615Holding current value
$5.37 Million% of portfolio
2.51%Shares
1 transactions
Others Institutions Holding XLRE
# of Institutions
767Shares Held
126MCall Options Held
435KPut Options Held
2.32M-
Creative Planning Overland Park, KS29.1MShares$1.28 Billion1.29% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$837 Million0.07% of portfolio
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Morgan Stanley New York, NY5.78MShares$253 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC3.14MShares$137 Million0.06% of portfolio
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Cassaday & CO Wealth Management LLC Mclean, VA2.95MShares$129 Million3.89% of portfolio