Copia Wealth Management Select Sector Spdr Tr Real Est Transaction History
Copia Wealth Management
- $105 Billion
- Q4 2024
A detailed history of Copia Wealth Management transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Copia Wealth Management holds 38,700 shares of XLRE stock, worth $1.64 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
38,700Holding current value
$1.64 Million% of portfolio
1.5%Shares
1 transactions
Others Institutions Holding XLRE
# of Institutions
850Shares Held
134MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.36 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$836 Million0.07% of portfolio
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Morgan Stanley New York, NY6.31MShares$268 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC4.39MShares$187 Million0.08% of portfolio
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Wells Fargo & Company San Francisco, CA3.84MShares$163 Million0.04% of portfolio