Accredited Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History
Accredited Wealth Management, LLC
- $134 Billion
- Q3 2025
A detailed history of Accredited Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 2,850 shares of XLRE stock, worth $116,707. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,850
Previous 8
35525.0%
Holding current value
$116,707
Previous $332,000
1.81%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding XLRE
# of Institutions
837Shares 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