Loveless Wealth Management LLC Select Sector Spdr Tr Real Est Transaction History
Loveless Wealth Management LLC
- $153 Million
- Q2 2022
A detailed history of Loveless Wealth Management LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Loveless Wealth Management LLC holds 38,626 shares of XLRE stock, worth $1.63 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
38,626
Previous 38,226
1.05%
Holding current value
$1.63 Million
Previous $1.85 Million
14.56%
% of portfolio
1.03%
Previous 1.04%
Shares
11 transactions
Others Institutions Holding XLRE
# of Institutions
846Shares Held
134MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.35 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$831 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$266 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$185 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$162 Million0.04% of portfolio