Wealth Advisory Solutions, LLC Select Sector Spdr Tr Real Est Transaction History
Wealth Advisory Solutions, LLC
- $357 Million
- Q4 2024
A detailed history of Wealth Advisory Solutions, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 9,373 shares of XLRE stock, worth $378,856. This represents 0.11% of its overall portfolio holdings.
Number of Shares
9,373
Previous 9,764
4.0%
Holding current value
$378,856
Previous $436,000
12.61%
% of portfolio
0.11%
Previous 0.12%
Shares
20 transactions
Others Institutions Holding XLRE
# of Institutions
855Shares Held
137MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.29 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$796 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$255 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$178 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$155 Million0.04% of portfolio