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 $1.16 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
28,097
Previous 19,958
40.78%
Holding current value
$1.16 Million
Previous $891,000
28.17%
% of portfolio
0.03%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding XLRE
# of Institutions
852Shares Held
135MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.32 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$813 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$261 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$181 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$159 Million0.04% of portfolio