Ballast Advisors LLC Select Sector Spdr Tr Real Est Transaction History
Ballast Advisors LLC
- $314 Million
- Q2 2024
A detailed history of Ballast Advisors LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Ballast Advisors LLC holds 32,218 shares of XLRE stock, worth $1.41 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
32,218
Previous 30,206
6.66%
Holding current value
$1.41 Million
Previous $1.19 Million
3.6%
% of portfolio
0.39%
Previous 0.4%
Shares
15 transactions
Others Institutions Holding XLRE
# of Institutions
730Shares Held
118MCall Options Held
435KPut Options Held
2.32M-
Creative Planning Overland Park, KS27.4MShares$1.2 Billion1.12% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$834 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.78MShares$252 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$137 Million0.06% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA2.95MShares$129 Million3.89% of portfolio