Geo Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History
Geo Wealth Management, LLC
- $2.2 Billion
- Q2 2024
A detailed history of Geo Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Geo Wealth Management, LLC holds 69,962 shares of XLRE stock, worth $3.1 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
69,962
Previous 158,927
55.98%
Holding current value
$3.1 Million
Previous $6.28 Million
57.23%
% of portfolio
0.12%
Previous 0.25%
Shares
17 transactions
Others Institutions Holding XLRE
# of Institutions
729Shares 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