Montag A & Associates Inc Select Sector Spdr Tr Real Est Transaction History
Montag A & Associates Inc
- $2.08 Billion
- Q4 2024
A detailed history of Montag A & Associates Inc transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Montag A & Associates Inc holds 8,645 shares of XLRE stock, worth $358,075. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,645
Previous 8,618
0.31%
Holding current value
$358,075
Previous $384,000
8.59%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding XLRE
# of Institutions
824Shares Held
135MCall Options Held
704KPut Options Held
4.5M-
Creative Planning Overland Park, KS29.1MShares$1.21 Billion1.29% of portfolio
-
Bank Of America Corp Charlotte, NC20.1MShares$833 Million0.08% of portfolio
-
Morgan Stanley New York, NY6.99MShares$290 Million0.02% of portfolio
-
Squarepoint Ops LLC New York, NY4.95MShares$205 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.34MShares$180 Million0.09% of portfolio