Paladin Advisory Group, LLC Select Sector Spdr Tr Real Est Transaction History
Paladin Advisory Group, LLC
- $130 Million
- Q4 2024
A detailed history of Paladin Advisory Group, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Paladin Advisory Group, LLC holds 63,142 shares of XLRE stock, worth $2.61 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
63,142
Previous 63,618
0.75%
Holding current value
$2.61 Million
Previous $2.84 Million
9.64%
% of portfolio
1.98%
Previous 2.11%
Shares
8 transactions
Others Institutions Holding XLRE
# of Institutions
852Shares Held
135MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.32 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$815 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$261 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$182 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$159 Million0.04% of portfolio