Mascoma Wealth Management LLC Select Sector Spdr Tr Real Est Transaction History
Mascoma Wealth Management LLC
- $437 Million
- Q3 2025
A detailed history of Mascoma Wealth Management LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 96 shares of XLRE stock, worth $3,931. This represents 0.0% of its overall portfolio holdings.
Number of Shares
96
Previous 96
-0.0%
Holding current value
$3,931
Previous $3,000
33.33%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding XLRE
# of Institutions
837Shares Held
152MCall Options Held
490KPut Options Held
2.31M-
Creative Planning Overland Park, KS40.7MShares$1.67 Billion1.33% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$770 Million0.06% of portfolio
-
Morgan Stanley New York, NY6.67MShares$273 Million0.02% of portfolio
-
Phoenix Holdings Ltd. Givatayim, L34.7MShares$192 Million2.49% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.18MShares$171 Million0.06% of portfolio