Dynamic Advisor Solutions LLC Select Sector Spdr Tr Real Est Transaction History
Dynamic Advisor Solutions LLC
- $3.14 Billion
- Q2 2025
A detailed history of Dynamic Advisor Solutions LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 5,740 shares of XLRE stock, worth $239,817. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,740
Previous 16,670
65.57%
Holding current value
$239,817
Previous $690,000
65.65%
% of portfolio
0.01%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding XLRE
# of Institutions
839Shares Held
137MCall Options Held
493KPut Options Held
2.82M-
Creative Planning Overland Park, KS34.5MShares$1.44 Billion1.36% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$798 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.83MShares$286 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.03MShares$168 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.94MShares$165 Million0.07% of portfolio