Tandem Wealth Advisors LLC Select Sector Spdr Tr Real Est Transaction History
Tandem Wealth Advisors LLC
- $190 Million
- Q4 2024
A detailed history of Tandem Wealth Advisors LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Tandem Wealth Advisors LLC holds 7,104 shares of XLRE stock, worth $294,602. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,104
Previous 6,636
7.05%
Holding current value
$294,602
Previous $296,000
2.7%
% of portfolio
0.15%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding XLRE
# of Institutions
851Shares Held
134MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.32 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$816 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$262 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$182 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$159 Million0.04% of portfolio