Horizons Wealth Management Select Sector Spdr Tr Real Est Transaction History
Horizons Wealth Management
- $130 Million
- Q3 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 35,844 shares of XLRE stock, worth $1.58 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
35,844
Previous 36,306
1.27%
Holding current value
$1.58 Million
Previous $1.39 Million
14.85%
% of portfolio
1.23%
Previous 1.12%
Shares
5 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