Concord Wealth Partners Select Sector Spdr Tr Real Est Transaction History
Concord Wealth Partners
- $603 Million
- Q4 2024
A detailed history of Concord Wealth Partners transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Concord Wealth Partners holds 2,181 shares of XLRE stock, worth $88,679. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,181
Previous 4,570
52.28%
Holding current value
$88,679
Previous $204,000
56.86%
% of portfolio
0.01%
Previous 0.03%
Shares
14 transactions
Others Institutions Holding XLRE
# of Institutions
851Shares Held
134MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.3 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$800 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$256 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$179 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$156 Million0.04% of portfolio