Primoris Wealth Advisors, LLC Select Sector Spdr Tr Real Est Transaction History
Primoris Wealth Advisors, LLC
- $139 Million
- Q3 2024
A detailed history of Primoris Wealth Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 37,600 shares of XLRE stock, worth $1.61 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
37,600Holding current value
$1.61 Million% of portfolio
1.21%Shares
2 transactions
Others Institutions Holding XLRE
# of Institutions
764Shares Held
126MCall Options Held
435KPut Options Held
2.32M-
Creative Planning Overland Park, KS29.1MShares$1.25 Billion1.29% of portfolio
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Bank Of America Corp Charlotte, NC19.1MShares$817 Million0.07% of portfolio
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Morgan Stanley New York, NY5.78MShares$247 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC3.14MShares$134 Million0.06% of portfolio
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Cassaday & CO Wealth Management LLC Mclean, VA2.95MShares$126 Million3.89% of portfolio