Esg Planning Select Sector Spdr Tr Real Est Transaction History
Esg Planning
- $133 Million
- Q4 2024
A detailed history of Esg Planning transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Esg Planning holds 55,644 shares of XLRE stock, worth $2.26 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
55,644
Previous 60,834
8.53%
Holding current value
$2.26 Million
Previous $2.72 Million
16.71%
% of portfolio
1.7%
Previous 1.8%
Shares
4 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