Axxcess Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History

Axxcess Wealth Management, LLC

  • $3.96 Billion
  • Q4 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 28,097 shares of XLRE stock, worth $1.18 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
28,097
Previous 19,958 40.78%
Holding current value
$1.18 Million
Previous $891,000 28.17%
% of portfolio
0.03%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$40.06 - $45.21 $326,048 - $367,964
8,139 Added 40.78%
28,097 $1.14 Million
Q3 2024

Nov 04, 2024
SELL
$38.04 - $45.36 $289,408 - $345,098
-7,608 Reduced 27.6%
19,958 $891,000
Q2 2024

Aug 09, 2024
SELL
$35.73 - $39.2 $2.21 Million - $2.42 Million
-61,856 Reduced 69.17%
27,566 $1.06 Million
Q1 2024

May 14, 2024
BUY
$37.55 - $40.43 $348,952 - $375,715
9,293 Added 11.6%
89,422 $3.53 Million
Q4 2023

Feb 06, 2024
BUY
$32.19 - $40.5 $563,646 - $709,155
17,510 Added 27.96%
80,129 $3.21 Million
Q3 2023

Nov 14, 2023
SELL
$33.6 - $38.97 $1,478 - $1,714
-44 Reduced 0.07%
62,619 $2.13 Million
Q2 2023

Aug 08, 2023
BUY
$35.21 - $37.75 $331,220 - $355,114
9,407 Added 17.66%
62,663 $2.36 Million
Q1 2023

May 03, 2023
BUY
$34.62 - $41.83 $1.84 Million - $2.23 Million
53,256 New
53,256 $1.99 Million

Others Institutions Holding XLRE

# of Institutions
835
Shares Held
137M
Call Options Held
947K
Put Options Held
4.5M
View Full List

About SELECT SECTOR SPDR TR REAL EST

XLRE Quotes by TradingView
  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
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