Evermay Wealth Management LLC Select Sector Spdr Tr Real Est Transaction History
Evermay Wealth Management LLC
- $866 Million
- Q3 2025
A detailed history of Evermay Wealth Management LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Evermay Wealth Management LLC holds 735 shares of XLRE stock, worth $30,098. This represents 0.0% of its overall portfolio holdings.
Number of Shares
735
Previous 735
-0.0%
Holding current value
$30,098
Previous $30,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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