Visionary Wealth Advisors Select Sector Spdr Tr Real Est Transaction History
Visionary Wealth Advisors
- $1.96 Billion
- Q3 2025
A detailed history of Visionary Wealth Advisors transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Visionary Wealth Advisors holds 24,183 shares of XLRE stock, worth $990,293. This represents 0.05% of its overall portfolio holdings.
Number of Shares
24,183
Previous 25,490
5.13%
Holding current value
$990,293
Previous $1.06 Million
3.51%
% of portfolio
0.05%
Previous 0.06%
Shares
12 transactions
Others Institutions Holding XLRE
# of Institutions
839Shares 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