Colony Family Offices, LLC Select Sector Spdr Tr Real Est Transaction History
Colony Family Offices, LLC
- $294 Million
- Q4 2024
A detailed history of Colony Family Offices, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Colony Family Offices, LLC holds 11,777 shares of XLRE stock, worth $511,357. This represents 0.16% of its overall portfolio holdings.
Number of Shares
11,777
Previous 11,777
-0.0%
Holding current value
$511,357
Previous $526,000
9.13%
% of portfolio
0.16%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding XLRE
# of Institutions
848Shares Held
134MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.39 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$855 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$274 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$191 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$167 Million0.04% of portfolio