Soltis Investment Advisors LLC Select Sector Spdr Tr Real Est Transaction History
Soltis Investment Advisors LLC
- $991 Million
- Q3 2024
A detailed history of Soltis Investment Advisors LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 8,949 shares of XLRE stock, worth $371,830. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,949
Previous 8,949
-0.0%
Holding current value
$371,830
Previous $399,000
-0.0%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding XLRE
# of Institutions
819Shares Held
139MCall Options Held
704KPut Options Held
4.5M-
Creative Planning Overland Park, KS29.1MShares$1.21 Billion1.29% of portfolio
-
Bank Of America Corp Charlotte, NC20.1MShares$836 Million0.08% of portfolio
-
Morgan Stanley New York, NY6.99MShares$291 Million0.02% of portfolio
-
Squarepoint Ops LLC New York, NY4.95MShares$206 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.34MShares$180 Million0.09% of portfolio