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 $1.12 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
26,550
Previous 26,684
0.5%
Holding current value
$1.12 Million
Previous $1.19 Million
9.4%
% of portfolio
0.01%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding XLRE
# of Institutions
835Shares Held
137MCall Options Held
947KPut Options Held
4.5M-
Creative Planning Overland Park, KS29.1MShares$1.23 Billion1.29% of portfolio
-
Bank Of America Corp Charlotte, NC20.1MShares$850 Million0.08% of portfolio
-
Morgan Stanley New York, NY6.99MShares$296 Million0.02% of portfolio
-
Squarepoint Ops LLC New York, NY4.95MShares$209 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$186 Million0.08% of portfolio