Wealth Shield Partners, LLC Select Sector Spdr Tr Real Est Transaction History
Wealth Shield Partners, LLC
- $690 Million
- Q4 2024
A detailed history of Wealth Shield Partners, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 20,529 shares of XLRE stock, worth $850,105. This represents 0.12% of its overall portfolio holdings.
Number of Shares
20,529
Previous 20,851
1.54%
Holding current value
$850,105
Previous $931,000
10.42%
% of portfolio
0.12%
Previous 0.13%
Shares
21 transactions
Others Institutions Holding XLRE
# of Institutions
852Shares Held
136MCall 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