Pinnacle Family Advisors, LLC Select Sector Spdr Tr Real Est Transaction History
Pinnacle Family Advisors, LLC
- $183 Million
- Q4 2024
A detailed history of Pinnacle Family Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 17,815 shares of XLRE stock, worth $737,719. This represents 0.4% of its overall portfolio holdings.
Number of Shares
17,815
Previous 19,755
9.82%
Holding current value
$737,719
Previous $882,000
17.91%
% of portfolio
0.4%
Previous 0.52%
Shares
4 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