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

Talisman Wealth Advisors LLC

  • $96.1 Million
  • Q3 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 18,756 shares of XLRE stock, worth $765,432. This represents 0.87% of its overall portfolio holdings.

Number of Shares
18,756
Previous 15,717 19.34%
Holding current value
$765,432
Previous $603,000 38.81%
% of portfolio
0.87%
Previous 0.7%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$38.04 - $45.36 $115,603 - $137,849
3,039 Added 19.34%
18,756 $837,000
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
823
Shares Held
141M
Call Options Held
704K
Put Options Held
4.5M
View Full List

About SELECT SECTOR SPDR TR REAL EST

XLRE Quotes by TradingView
  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
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