Dougherty Wealth Advisers LLC Select Sector Spdr Tr Real Est Transaction History

Dougherty Wealth Advisers LLC

  • $128 Million
  • Q4 2024

A detailed history of Dougherty Wealth Advisers LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 218 shares of XLRE stock, worth $9,149. This represents 0.01% of its overall portfolio holdings.

Number of Shares
218
Previous 218 -0.0%
Holding current value
$9,149
Previous $9,000 11.11%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$38.04 - $45.36 $1,445 - $1,723
-38 Reduced 14.84%
218 $9,000
Q3 2022

Oct 13, 2022
BUY
$35.63 - $45.74 $9,121 - $11,709
256 New
256 $9,000

Others Institutions Holding XLRE

# of Institutions
835
Shares Held
137M
Call Options Held
947K
Put Options Held
4.5M
View Full List

About SELECT SECTOR SPDR TR REAL EST

XLRE Quotes by TradingView
  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
Track This Portfolio

Track Dougherty Wealth Advisers LLC Portfolio

Follow Dougherty Wealth Advisers LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dougherty Wealth Advisers LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dougherty Wealth Advisers LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email