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 $9,138. This represents 0.01% of its overall portfolio holdings.
Number of Shares
218
Previous 218
-0.0%
Holding current value
$9,138
Previous $9,000
11.11%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding XLRE
# of Institutions
852Shares Held
135MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.34 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$825 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$264 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$184 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$161 Million0.04% of portfolio