Axxcess Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History
Axxcess Wealth Management, LLC
- $4.58 Billion
- Q3 2025
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 17,771 shares of XLRE stock, worth $727,722. This represents 0.02% of its overall portfolio holdings.
Number of Shares
17,771
Previous 21,291
16.53%
Holding current value
$727,722
Previous $881,000
15.1%
% of portfolio
0.02%
Previous 0.02%
Shares
11 transactions
Others Institutions Holding XLRE
# of Institutions
840Shares Held
151MCall 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