Kingsview Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History
Kingsview Wealth Management, LLC
- $4.71 Billion
- Q4 2024
A detailed history of Kingsview Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 449,600 shares of XLRE stock, worth $18.3 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
449,600
Previous 736,429
38.95%
Holding current value
$18.3 Million
Previous $32.9 Million
44.42%
% of portfolio
0.39%
Previous 0.74%
Shares
25 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