Cornerstone Planning Group LLC Select Sector Spdr Tr Real Est Transaction History
Cornerstone Planning Group LLC
- $349 Billion
- Q2 2024
A detailed history of Cornerstone Planning Group LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 29,475 shares of XLRE stock, worth $1.3 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
29,475
Previous 29,367
0.37%
Holding current value
$1.3 Million
Previous $1.09 Billion
10.21%
% of portfolio
0.34%
Previous 0.34%
Shares
6 transactions
Others Institutions Holding XLRE
# of Institutions
729Shares Held
118MCall Options Held
435KPut Options Held
2.32M-
Creative Planning Overland Park, KS27.4MShares$1.21 Billion1.12% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$845 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.78MShares$256 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$139 Million0.06% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA2.95MShares$130 Million3.89% of portfolio