Long View Wealth Management Select Sector Spdr Tr Real Est Transaction History
Long View Wealth Management
- $328 Billion
- Q4 2024
A detailed history of Long View Wealth Management transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Long View Wealth Management holds 16,600 shares of XLRE stock, worth $702,014. This represents 0.21% of its overall portfolio holdings.
Number of Shares
16,600
Previous 13,084
26.87%
Holding current value
$702,014
Previous $584 Million
15.51%
% of portfolio
0.21%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding XLRE
# of Institutions
844Shares Held
134MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.35 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$833 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$267 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$186 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$163 Million0.04% of portfolio