Castle Wealth Management LLC Select Sector Spdr Tr Real Est Transaction History
Castle Wealth Management LLC
- $169 Million
- Q1 2024
A detailed history of Castle Wealth Management LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Castle Wealth Management LLC holds 29,833 shares of XLRE stock, worth $1.15 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
29,833
Previous 46,081
35.26%
Holding current value
$1.15 Million
Previous $1.85 Million
36.13%
% of portfolio
0.7%
Previous 1.16%
Shares
7 transactions
Others Institutions Holding XLRE
# of Institutions
740Shares Held
114MCall Options Held
410KPut Options Held
1.05M-
Creative Planning Overland Park, KS24.4MShares$939 Million1.07% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$723 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.19MShares$199 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.65MShares$140 Million0.08% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.2.92MShares$112 Million2.23% of portfolio