Talisman Wealth Advisors LLC Select Sector Spdr Tr Real Est Transaction History

Talisman Wealth Advisors LLC

  • $86.2 Million
  • Q2 2024

A detailed history of Talisman Wealth Advisors LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 15,717 shares of XLRE stock, worth $688,561. This represents 0.7% of its overall portfolio holdings.

Number of Shares
15,717
Previous 15,428 1.87%
Holding current value
$688,561
Previous $609,000 0.99%
% of portfolio
0.7%
Previous 0.77%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$35.73 - $39.2 $10,325 - $11,328
289 Added 1.87%
15,717 $603,000
Q1 2024

May 15, 2024
BUY
$37.55 - $40.43 $183,168 - $197,217
4,878 Added 46.24%
15,428 $609,000
Q4 2023

Feb 13, 2024
BUY
$32.19 - $40.5 $62,126 - $78,165
1,930 Added 22.39%
10,550 $422,000
Q3 2023

Nov 13, 2023
BUY
$33.6 - $38.97 $49,862 - $57,831
1,484 Added 20.8%
8,620 $293,000
Q2 2023

Aug 10, 2023
BUY
$35.21 - $37.75 $251,258 - $269,384
7,136 New
7,136 $268,000

Others Institutions Holding XLRE

# of Institutions
767
Shares Held
126M
Call Options Held
435K
Put Options Held
2.32M
View Full List

About SELECT SECTOR SPDR TR REAL EST

XLRE Quotes by TradingView
  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
Track This Portfolio

Track Talisman Wealth Advisors LLC Portfolio

Follow Talisman Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Talisman Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Talisman Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email