Smart Wealth LLC Select Sector Spdr Tr Real Est Transaction History
Smart Wealth LLC
- $281 Billion
- Q4 2024
A detailed history of Smart Wealth LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Smart Wealth LLC holds 6,784 shares of XLRE stock, worth $284,724. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,784
Previous 43,526
84.41%
Holding current value
$284,724
Previous $1.94 Billion
85.81%
% of portfolio
0.1%
Previous 0.76%
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$1.34 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