Lodestone Wealth Management LLC Select Sector Spdr Tr Real Est Transaction History
Lodestone Wealth Management LLC
- $246 Billion
- Q4 2025
A detailed history of Lodestone Wealth Management LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 131 shares of XLRE stock, worth $5,364. This represents 0.0% of its overall portfolio holdings.
Number of Shares
131Holding current value
$5,364% of portfolio
0.0%Shares
1 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
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Morgan Stanley New York, NY6.67MShares$273 Million0.02% of portfolio
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Phoenix Holdings Ltd. Givatayim, L34.7MShares$192 Million2.49% of portfolio
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Lpl Financial LLC Fort Mill, SC4.18MShares$171 Million0.06% of portfolio