Tandem Wealth Advisors LLC Select Sector Spdr Tr Real Est Transaction History
Tandem Wealth Advisors LLC
- $197 Million
- Q3 2024
A detailed history of Tandem Wealth Advisors LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Tandem Wealth Advisors LLC holds 6,636 shares of XLRE stock, worth $270,483. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,636
Previous 6,613
0.35%
Holding current value
$270,483
Previous $254,000
16.54%
% of portfolio
0.15%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding XLRE
# of Institutions
823Shares Held
141MCall Options Held
704KPut Options Held
4.5M-
Creative Planning Overland Park, KS29.1MShares$1.19 Billion1.29% of portfolio
-
Bank Of America Corp Charlotte, NC20.1MShares$820 Million0.08% of portfolio
-
Morgan Stanley New York, NY6.99MShares$285 Million0.02% of portfolio
-
Squarepoint Ops LLC New York, NY4.95MShares$202 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.34MShares$177 Million0.09% of portfolio