Triangle Securities Wealth Management Select Sector Spdr Tr Real Est Transaction History
Triangle Securities Wealth Management
- $374 Million
- Q4 2024
A detailed history of Triangle Securities Wealth Management transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Triangle Securities Wealth Management holds 46,959 shares of XLRE stock, worth $2.04 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
46,959
Previous 39,198
19.8%
Holding current value
$2.04 Million
Previous $1.75 Million
9.09%
% of portfolio
0.51%
Previous 0.46%
Shares
3 transactions
Others Institutions Holding XLRE
# of Institutions
848Shares Held
134MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.39 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$855 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$274 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$191 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$167 Million0.04% of portfolio