Landmark Wealth Management, Inc. Select Sector Spdr Tr Real Est Transaction History
Landmark Wealth Management, Inc.
- $201 Billion
- Q3 2024
A detailed history of Landmark Wealth Management, Inc. transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Landmark Wealth Management, Inc. holds 108,573 shares of XLRE stock, worth $4.7 Million. This represents 2.42% of its overall portfolio holdings.
Number of Shares
108,573
Previous 105,946
2.48%
Holding current value
$4.7 Million
Previous $4.07 Billion
19.18%
% of portfolio
2.42%
Previous 2.24%
Shares
2 transactions
Others Institutions Holding XLRE
# of Institutions
794Shares Held
134MCall Options Held
443KPut Options Held
2.32M-
Creative Planning Overland Park, KS29.1MShares$1.26 Billion1.29% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$828 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.78MShares$250 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.34MShares$188 Million0.09% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA2.99MShares$129 Million3.78% of portfolio