Bogart Wealth, LLC Select Sector Spdr Tr Real Est Transaction History
Bogart Wealth, LLC
- $2.46 Billion
- Q3 2025
A detailed history of Bogart Wealth, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Bogart Wealth, LLC holds 35 shares of XLRE stock, worth $1,433. This represents 0.0% of its overall portfolio holdings.
Number of Shares
35
Previous 35
-0.0%
Holding current value
$1,433
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
16 transactions
Others Institutions Holding XLRE
# of Institutions
839Shares 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