Angeles Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History
Angeles Wealth Management, LLC
- $1.21 Billion
- Q4 2024
A detailed history of Angeles Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 299 shares of XLRE stock, worth $12,626. This represents 0.0% of its overall portfolio holdings.
Number of Shares
299
Previous 2,799
89.32%
Holding current value
$12,626
Previous $125,000
90.4%
% of portfolio
0.0%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding XLRE
# of Institutions
846Shares Held
134MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.35 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$831 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$266 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$185 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$162 Million0.04% of portfolio