Richard W. Paul & Associates, LLC Select Sector Spdr Tr Real Est Transaction History
Richard W. Paul & Associates, LLC
- $275 Billion
- Q4 2024
A detailed history of Richard W. Paul & Associates, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Richard W. Paul & Associates, LLC holds 35,060 shares of XLRE stock, worth $1.45 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
35,060
Previous 34,992
0.19%
Holding current value
$1.45 Million
Previous $1.56 Billion
8.78%
% of portfolio
0.52%
Previous 0.56%
Shares
8 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