Wcg Wealth Advisors LLC Select Sector Spdr Tr Real Est Transaction History
Wcg Wealth Advisors LLC
- $1.48 Billion
- Q3 2025
A detailed history of Wcg Wealth Advisors LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 188,199 shares of XLRE stock, worth $7.71 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
188,199
Previous 206,283
8.77%
Holding current value
$7.71 Million
Previous $8.54 Million
7.21%
% of portfolio
0.53%
Previous 0.6%
Shares
13 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