Mgb Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History
Mgb Wealth Management, LLC
- $267 Billion
- Q2 2024
A detailed history of Mgb Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 8,450 shares of XLRE stock, worth $381,940. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,450
Previous 8,450
-0.0%
Holding current value
$381,940
Previous $334 Million
1.16%
% of portfolio
0.13%
Previous 0.14%
Shares
1 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