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 $323,546. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,709
Previous 7,669
0.52%
Holding current value
$323,546
Previous $371,000
15.09%
% of portfolio
0.12%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding XLRE
# of Institutions
852Shares Held
135MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.34 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$826 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$265 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$184 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$161 Million0.04% of portfolio