Invenio Wealth Partners LLC Select Sector Spdr Tr Real Est Transaction History
Invenio Wealth Partners LLC
- $239 Billion
- Q4 2024
A detailed history of Invenio Wealth Partners LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 134,602 shares of XLRE stock, worth $5.65 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
134,602Holding current value
$5.65 Million% of portfolio
2.29%Shares
1 transactions
Others Institutions Holding XLRE
# of Institutions
852Shares Held
135MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.34 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$826 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$265 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$184 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$161 Million0.04% of portfolio