Jessup Wealth Management, Inc Select Sector Spdr Tr Real Est Transaction History
Jessup Wealth Management, Inc
- $235 Billion
- Q4 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 119,977 shares of XLRE stock, worth $4.88 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
119,977
Previous 122,615
2.15%
Holding current value
$4.88 Million
Previous $5.48 Billion
10.91%
% of portfolio
2.08%
Previous 2.51%
Shares
2 transactions
Others Institutions Holding XLRE
# of Institutions
851Shares Held
134MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.3 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$800 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$256 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$179 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$156 Million0.04% of portfolio