United Asset Strategies, Inc. Select Sector Spdr Tr Real Est Transaction History
United Asset Strategies, Inc.
- $1.08 Billion
- Q4 2024
A detailed history of United Asset Strategies, Inc. transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, United Asset Strategies, Inc. holds 11,124 shares of XLRE stock, worth $460,644. This represents 0.04% of its overall portfolio holdings.
Number of Shares
11,124
Previous 8,873
25.37%
Holding current value
$460,644
Previous $396,000
14.14%
% of portfolio
0.04%
Previous 0.04%
Shares
25 transactions
Others Institutions Holding XLRE
# of Institutions
852Shares Held
135MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.32 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$815 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$261 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$182 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$159 Million0.04% of portfolio