Org Wealth Partners, LLC Select Sector Spdr Tr Real Est Transaction History
Org Wealth Partners, LLC
- $139 Million
- Q4 2024
A detailed history of Org Wealth Partners, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Org Wealth Partners, LLC holds 2,893 shares of XLRE stock, worth $123,415. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,893
Previous 2,893
-0.0%
Holding current value
$123,415
Previous $129 Million
99.91%
% of portfolio
0.08%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding XLRE
# of Institutions
845Shares Held
134MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.36 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$840 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$269 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$187 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$164 Million0.04% of portfolio