Geo Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History
Geo Wealth Management, LLC
- $2.58 Billion
- Q3 2025
A detailed history of Geo Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Geo Wealth Management, LLC holds 11,247 shares of XLRE stock, worth $460,564. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,247
Previous 9,960
12.92%
Holding current value
$460,564
Previous $412,000
14.81%
% of portfolio
0.02%
Previous 0.02%
Shares
22 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