Pinnacle Private Wealth, LLC Select Sector Spdr Tr Real Est Transaction History
Pinnacle Private Wealth, LLC
- $256 Million
- Q2 2022
A detailed history of Pinnacle Private Wealth, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Pinnacle Private Wealth, LLC holds 7,709 shares of XLRE stock, worth $319,229. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,709
Previous 7,669
0.52%
Holding current value
$319,229
Previous $371,000
15.09%
% of portfolio
0.12%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding XLRE
# of Institutions
852Shares Held
136MCall 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