Creative One Wealth, LLC Select Sector Spdr Tr Real Est Transaction History
Creative One Wealth, LLC
- $3.51 Billion
- Q3 2025
A detailed history of Creative One Wealth, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Creative One Wealth, LLC holds 51,770 shares of XLRE stock, worth $2.12 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
51,770
Previous 50,316
2.89%
Holding current value
$2.12 Million
Previous $2.08 Million
4.65%
% of portfolio
0.06%
Previous 0.06%
Shares
19 transactions
Others Institutions Holding XLRE
# of Institutions
843Shares 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