Financial Partners Capital Management LLC Select Sector Spdr Tr Real Est Transaction History
Financial Partners Capital Management LLC
- $449 Billion
- Q4 2022
Shares
15 transactions
Others Institutions Holding XLRE
# of Institutions
765Shares Held
126MCall Options Held
435KPut Options Held
2.32M-
Creative Planning Overland Park, KS29.1MShares$1.28 Billion1.29% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$840 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.78MShares$254 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$138 Million0.06% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA2.95MShares$130 Million3.89% of portfolio