Copia Wealth Management Select Sector Spdr Tr Real Est Transaction History
Copia Wealth Management
- $105 Billion
- Q4 2024
A detailed history of Copia Wealth Management transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Copia Wealth Management holds 38,700 shares of XLRE stock, worth $1.6 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
38,700Holding current value
$1.6 Million% of portfolio
1.5%Shares
1 transactions
Others Institutions Holding XLRE
# of Institutions
853Shares Held
135MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.32 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$815 Million0.07% of portfolio
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Morgan Stanley New York, NY6.31MShares$261 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC4.39MShares$182 Million0.08% of portfolio
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Wells Fargo & Company San Francisco, CA3.84MShares$159 Million0.04% of portfolio