Private Wealth Advisors, LLC Select Sector Spdr Tr Real Est Transaction History
Private Wealth Advisors, LLC
- $254 Million
- Q2 2024
A detailed history of Private Wealth Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Private Wealth Advisors, LLC holds 99,869 shares of XLRE stock, worth $4.39 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
99,869
Previous 97,233
2.71%
Holding current value
$4.39 Million
Previous $3.84 Million
0.21%
% of portfolio
1.51%
Previous 1.63%
Shares
5 transactions
Others Institutions Holding XLRE
# of Institutions
762Shares Held
126MCall Options Held
435KPut Options Held
2.32M-
Creative Planning Overland Park, KS29.1MShares$1.28 Billion1.29% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$840 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.78MShares$254 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$138 Million0.06% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA2.95MShares$130 Million3.89% of portfolio