Oak Harbor Wealth Partners, LLC Select Sector Spdr Tr Real Est Transaction History
Oak Harbor Wealth Partners, LLC
- $317 Million
- Q2 2024
A detailed history of Oak Harbor Wealth Partners, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 18 shares of XLRE stock, worth $769. This represents 0.0% of its overall portfolio holdings.
Number of Shares
18
Previous 18
-0.0%
Holding current value
$769
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding XLRE
# of Institutions
764Shares Held
126MCall Options Held
435KPut Options Held
2.32M-
Creative Planning Overland Park, KS29.1MShares$1.25 Billion1.29% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$817 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.78MShares$247 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$134 Million0.06% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA2.95MShares$126 Million3.89% of portfolio