Collaborative Wealth Managment Inc. Select Sector Spdr Tr Real Est Transaction History
Collaborative Wealth Managment Inc.
- $214 Million
- Q4 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 34,637 shares of XLRE stock, worth $1.45 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
34,637
Previous 36,467
5.02%
Holding current value
$1.45 Million
Previous $1.63 Million
13.51%
% of portfolio
0.66%
Previous 0.76%
Shares
13 transactions
Others Institutions Holding XLRE
# of Institutions
852Shares Held
135MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.34 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$826 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$265 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$184 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$161 Million0.04% of portfolio