Modera Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History
Modera Wealth Management, LLC
- $8.14 Billion
- Q4 2024
A detailed history of Modera Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Modera Wealth Management, LLC holds 26,550 shares of XLRE stock, worth $1.07 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
26,550
Previous 26,684
0.5%
Holding current value
$1.07 Million
Previous $1.19 Million
9.4%
% of portfolio
0.01%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding XLRE
# of Institutions
852Shares Held
136MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.29 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$796 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$255 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$178 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$155 Million0.04% of portfolio