Harrison & CO Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History
Harrison & CO Wealth Management, LLC
- $103 Million
- Q4 2022
A detailed history of Harrison & CO Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Harrison & CO Wealth Management, LLC holds 18,807 shares of XLRE stock, worth $770,146. This represents 0.68% of its overall portfolio holdings.
Number of Shares
18,807
Previous 21,837
13.88%
Holding current value
$770,146
Previous $786,000
11.7%
% of portfolio
0.68%
Previous 0.83%
Shares
5 transactions
Others Institutions Holding XLRE
# of Institutions
842Shares Held
152MCall Options Held
490KPut Options Held
2.31M-
Creative Planning Overland Park, KS40.7MShares$1.67 Billion1.33% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$770 Million0.06% of portfolio
-
Morgan Stanley New York, NY6.67MShares$273 Million0.02% of portfolio
-
Phoenix Holdings Ltd. Givatayim, L34.7MShares$192 Million2.49% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.18MShares$171 Million0.06% of portfolio