Foundations Investment Advisors, LLC Select Sector Spdr Tr Real Est Transaction History
Foundations Investment Advisors, LLC
- $4.46 Billion
- Q3 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 15,390 shares of XLRE stock, worth $675,467. This represents 0.02% of its overall portfolio holdings.
Number of Shares
15,390
Previous 166,000
90.73%
Holding current value
$675,467
Previous $6.38 Million
89.23%
% of portfolio
0.02%
Previous 0.17%
Shares
5 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
-
Lpl Financial LLC Fort Mill, SC3.14MShares$138 Million0.06% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA2.95MShares$129 Million3.89% of portfolio