Fourth Dimension Wealth, LLC Select Sector Spdr Tr Real Est Transaction History
Fourth Dimension Wealth, LLC
- $237 Billion
- Q2 2025
A detailed history of Fourth Dimension Wealth, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Fourth Dimension Wealth, LLC holds 17,482 shares of XLRE stock, worth $730,223. This represents 0.31% of its overall portfolio holdings.
Number of Shares
17,482
Previous 15,880
10.09%
Holding current value
$730,223
Previous $665 Million
8.96%
% of portfolio
0.31%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding XLRE
# of Institutions
834Shares Held
142MCall Options Held
489KPut Options Held
2.05M-
Creative Planning Overland Park, KS37.4MShares$1.56 Billion1.33% of portfolio
-
Bank Of America Corp Charlotte, NC19MShares$792 Million0.06% of portfolio
-
Morgan Stanley New York, NY6.63MShares$277 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.22MShares$176 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA3.66MShares$153 Million0.03% of portfolio