Org Wealth Partners, LLC Select Sector Spdr Tr Real Est Transaction History
Org Wealth Partners, LLC
- $269 Million
- Q3 2025
A detailed history of Org Wealth Partners, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Org Wealth Partners, LLC holds 2,893 shares of XLRE stock, worth $118,468. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,893
Previous 2,893
-0.0%
Holding current value
$118,468
Previous $119,000
1.68%
% of portfolio
0.04%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding XLRE
# of Institutions
843Shares 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