Org Wealth Partners, LLC Select Sector Spdr Tr Real Est Transaction History
Org Wealth Partners, LLC
- $139 Million
- Q4 2024
A detailed history of Org Wealth Partners, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Org Wealth Partners, LLC holds 2,893 shares of XLRE stock, worth $120,088. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,893
Previous 2,893
-0.0%
Holding current value
$120,088
Previous $129 Million
99.91%
% of portfolio
0.08%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding XLRE
# of Institutions
853Shares Held
135MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.33 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$817 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$160 Million0.04% of portfolio