Cordatus Wealth Management LLC Select Sector Spdr Tr Real Est Transaction History
Cordatus Wealth Management LLC
- $278 Million
- Q3 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 53,828 shares of XLRE stock, worth $2.2 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
53,828
Previous 52,953
1.65%
Holding current value
$2.2 Million
Previous $2.03 Million
18.19%
% of portfolio
0.86%
Previous 0.76%
Shares
3 transactions
Others Institutions Holding XLRE
# of Institutions
823Shares Held
141MCall Options Held
704KPut Options Held
4.5M-
Creative Planning Overland Park, KS29.1MShares$1.19 Billion1.29% of portfolio
-
Bank Of America Corp Charlotte, NC20.1MShares$821 Million0.08% of portfolio
-
Morgan Stanley New York, NY6.99MShares$285 Million0.02% of portfolio
-
Squarepoint Ops LLC New York, NY4.95MShares$202 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.34MShares$177 Million0.09% of portfolio