Financial Perspectives, Inc Select Sector Spdr Tr Real Est Transaction History
Financial Perspectives, Inc
- $298 Billion
- Q4 2024
A detailed history of Financial Perspectives, Inc transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Financial Perspectives, Inc holds 203 shares of XLRE stock, worth $8,406. This represents 0.0% of its overall portfolio holdings.
Number of Shares
203
Previous 200
1.5%
Holding current value
$8,406
Previous $8.95 Million
7.98%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding XLRE
# of Institutions
853Shares Held
135MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.32 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$815 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$261 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$182 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$159 Million0.04% of portfolio