Esg Planning Select Sector Spdr Tr Real Est Transaction History
Esg Planning
- $99.8 Million
- Q2 2024
A detailed history of Esg Planning transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Esg Planning holds 51,435 shares of XLRE stock, worth $2.28 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
51,435
Previous 19,433
164.68%
Holding current value
$2.28 Million
Previous $768,000
157.16%
% of portfolio
1.98%
Previous 0.91%
Shares
2 transactions
Others Institutions Holding XLRE
# of Institutions
730Shares 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