Avitas Wealth Management LLC Select Sector Spdr Tr Real Est Transaction History
Avitas Wealth Management LLC
- $674 Million
- Q2 2024
A detailed history of Avitas Wealth Management LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Avitas Wealth Management LLC holds 12,250 shares of XLRE stock, worth $541,940. This represents 0.07% of its overall portfolio holdings.
Number of Shares
12,250
Previous 12,140
0.91%
Holding current value
$541,940
Previous $479,000
1.88%
% of portfolio
0.07%
Previous 0.07%
Shares
17 transactions
Others Institutions Holding XLRE
# of Institutions
731Shares 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