Fortis Group Advisors, LLC Select Sector Spdr Tr Real Est Transaction History
Fortis Group Advisors, LLC
- $541 Billion
- Q3 2024
A detailed history of Fortis Group Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 267,344 shares of XLRE stock, worth $11.7 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
267,344Holding current value
$11.7 Million% of portfolio
2.21%Shares
4 transactions
Others Institutions Holding XLRE
# of Institutions
752Shares Held
122MCall Options Held
435KPut Options Held
2.32M-
Creative Planning Overland Park, KS29.1MShares$1.28 Billion1.29% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$839 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.78MShares$254 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC3.14MShares$138 Million0.06% of portfolio
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Cassaday & CO Wealth Management LLC Mclean, VA2.95MShares$129 Million3.89% of portfolio