Cornerstone Planning Group LLC Select Sector Spdr Tr Real Est Transaction History
Cornerstone Planning Group LLC
- $407 Billion
- Q4 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 29,681 shares of XLRE stock, worth $1.26 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
29,681
Previous 29,660
0.07%
Holding current value
$1.26 Million
Previous $1.3 Billion
4.16%
% of portfolio
0.31%
Previous 0.34%
Shares
8 transactions
Others Institutions Holding XLRE
# of Institutions
851Shares Held
134MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.36 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$836 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$268 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$187 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$163 Million0.04% of portfolio