Cornerstone Planning Group LLC Select Sector Spdr Tr Real Est Transaction History
Cornerstone Planning Group LLC
- $418 Billion
- Q1 2025
A detailed history of Cornerstone Planning Group LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 30,069 shares of XLRE stock, worth $1.25 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
30,069
Previous 29,681
1.31%
Holding current value
$1.25 Million
Previous $1.25 Billion
2.29%
% of portfolio
0.29%
Previous 0.31%
Shares
9 transactions
Others Institutions Holding XLRE
# of Institutions
839Shares Held
136MCall Options Held
493KPut Options Held
2.82M-
Creative Planning Overland Park, KS34.5MShares$1.43 Billion1.36% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$791 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.83MShares$283 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.03MShares$167 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.94MShares$163 Million0.07% of portfolio