Fortis Capital Advisors, LLC Select Sector Spdr Tr Real Est Transaction History
Fortis Capital Advisors, LLC
- $293 Billion
- Q4 2024
A detailed history of Fortis Capital Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 15,337 shares of XLRE stock, worth $636,025. This represents 0.23% of its overall portfolio holdings.
Number of Shares
15,337
Previous 29,651
48.27%
Holding current value
$636,025
Previous $1.32 Billion
49.57%
% of portfolio
0.23%
Previous 0.44%
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$1.32 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$816 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$262 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