Peak Retirement Planning, Inc. Select Sector Spdr Tr Real Est Transaction History
Peak Retirement Planning, Inc.
- $148 Billion
- Q4 2024
A detailed history of Peak Retirement Planning, Inc. transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 111,891 shares of XLRE stock, worth $4.62 Million. This represents 3.09% of its overall portfolio holdings.
Number of Shares
111,891Holding current value
$4.62 Million% of portfolio
3.09%Shares
1 transactions
Others Institutions Holding XLRE
# of Institutions
835Shares Held
140MCall Options Held
493KPut Options Held
2.73M-
Creative Planning Overland Park, KS37.4MShares$1.54 Billion1.33% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$787 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.83MShares$282 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC4.22MShares$174 Million0.06% of portfolio
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Wells Fargo & Company San Francisco, CA4.03MShares$166 Million0.04% of portfolio