Long View Wealth Management Select Sector Spdr Tr Real Est Transaction History
Long View Wealth Management
- $271 Billion
- Q2 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 14,299 shares of XLRE stock, worth $646,314. This represents 0.2% of its overall portfolio holdings.
Number of Shares
14,299
Previous 14,627
2.24%
Holding current value
$646,314
Previous $578 Million
5.01%
% of portfolio
0.2%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding XLRE
# of Institutions
730Shares Held
118MCall Options Held
435KPut Options Held
2.32M-
Creative Planning Overland Park, KS27.4MShares$1.24 Billion1.12% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$864 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.78MShares$261 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$142 Million0.06% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA2.95MShares$133 Million3.89% of portfolio