Asset Allocation Strategies LLC Select Sector Spdr Tr Real Est Transaction History
Asset Allocation Strategies LLC
- $297 Billion
- Q2 2024
A detailed history of Asset Allocation Strategies LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Asset Allocation Strategies LLC holds 91,288 shares of XLRE stock, worth $4.04 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
91,288
Previous 94,148
3.04%
Holding current value
$4.04 Million
Previous $3.72 Billion
5.78%
% of portfolio
1.18%
Previous 1.31%
Shares
7 transactions
Others Institutions Holding XLRE
# of Institutions
730Shares Held
118MCall Options Held
435KPut Options Held
2.32M-
Creative Planning Overland Park, KS27.4MShares$1.21 Billion1.12% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$845 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.78MShares$256 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$139 Million0.06% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA2.95MShares$130 Million3.89% of portfolio