Angeles Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History
Angeles Wealth Management, LLC
- $1.21 Billion
- Q4 2024
A detailed history of Angeles Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 299 shares of XLRE stock, worth $12,534. This represents 0.0% of its overall portfolio holdings.
Number of Shares
299
Previous 2,799
89.32%
Holding current value
$12,534
Previous $125,000
90.4%
% of portfolio
0.0%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding XLRE
# of Institutions
852Shares Held
135MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.34 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$825 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$264 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$184 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$161 Million0.04% of portfolio