Bernard Wealth Management Corp. Select Sector Spdr Tr Real Est Transaction History
Bernard Wealth Management Corp.
- $246 Billion
- Q4 2025
A detailed history of Bernard Wealth Management Corp. transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 3 shares of XLRE stock, worth $122. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3
Previous 3
-0.0%
Holding current value
$122
Previous $127,000
3.94%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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