Dakota Wealth Management Select Sector Spdr Tr Real Est Transaction History
Dakota Wealth Management
- $4.18 Billion
- Q2 2024
A detailed history of Dakota Wealth Management transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Dakota Wealth Management holds 218,192 shares of XLRE stock, worth $9.52 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
218,192
Previous 400,435
45.51%
Holding current value
$9.52 Million
Previous $15.8 Million
47.06%
% of portfolio
0.2%
Previous 0.4%
Shares
13 transactions
Others Institutions Holding XLRE
# of Institutions
730Shares Held
118MCall Options Held
435KPut Options Held
2.32M-
Creative Planning Overland Park, KS27.4MShares$1.2 Billion1.12% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$834 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.78MShares$252 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$137 Million0.06% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA2.95MShares$129 Million3.89% of portfolio