Horizons Wealth Management Select Sector Spdr Tr Real Est Transaction History
Horizons Wealth Management
- $131 Million
- Q4 2024
A detailed history of Horizons Wealth Management transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Horizons Wealth Management holds 37,311 shares of XLRE stock, worth $1.52 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
37,311
Previous 35,844
4.09%
Holding current value
$1.52 Million
Previous $1.6 Million
5.25%
% of portfolio
1.16%
Previous 1.23%
Shares
6 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