Foundations Investment Advisors, LLC Select Sector Spdr Tr Real Est Transaction History
Foundations Investment Advisors, LLC
- $4.87 Billion
- Q4 2024
A detailed history of Foundations Investment Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 26,071 shares of XLRE stock, worth $1.12 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
26,071
Previous 15,390
69.4%
Holding current value
$1.12 Million
Previous $687,000
54.29%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding XLRE
# of Institutions
848Shares Held
134MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.38 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$850 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$272 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$190 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$166 Million0.04% of portfolio