Turtle Creek Wealth Advisors, LLC Select Sector Spdr Tr Real Est Transaction History
Turtle Creek Wealth Advisors, LLC
- $432 Billion
- Q2 2024
A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 927 shares of XLRE stock, worth $40,611. This represents 0.01% of its overall portfolio holdings.
Number of Shares
927
Previous 927
-0.0%
Holding current value
$40,611
Previous $36.6 Million
2.83%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding XLRE
# of Institutions
767Shares Held
126MCall Options Held
435KPut Options Held
2.32M-
Creative Planning Overland Park, KS29.1MShares$1.28 Billion1.29% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$837 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.78MShares$253 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$137 Million0.06% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA2.95MShares$129 Million3.89% of portfolio