Cordatus Wealth Management LLC Select Sector Spdr Tr Real Est Transaction History
Cordatus Wealth Management LLC
- $379 Million
- Q4 2024
A detailed history of Cordatus Wealth Management LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Cordatus Wealth Management LLC holds 183,591 shares of XLRE stock, worth $7.92 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
183,591
Previous 53,828
241.07%
Holding current value
$7.92 Million
Previous $2.4 Million
210.57%
% of portfolio
1.97%
Previous 0.86%
Shares
4 transactions
Others Institutions Holding XLRE
# of Institutions
848Shares Held
134MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.38 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$850 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$272 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$190 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$166 Million0.04% of portfolio