Wealth Shield Partners, LLC Select Sector Spdr Tr Real Est Transaction History
Wealth Shield Partners, LLC
- $839 Million
- Q3 2025
A detailed history of Wealth Shield Partners, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 12,863 shares of XLRE stock, worth $526,739. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,863
Previous 12,502
2.89%
Holding current value
$526,739
Previous $517,000
4.64%
% of portfolio
0.06%
Previous 0.06%
Shares
24 transactions
Others Institutions Holding XLRE
# of Institutions
842Shares 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