Harvest Group Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History
Harvest Group Wealth Management, LLC
- $154 Million
- Q1 2023
A detailed history of Harvest Group Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 342 shares of XLRE stock, worth $14,210. This represents 0.01% of its overall portfolio holdings.
Number of Shares
342
Previous 1,043
67.21%
Holding current value
$14,210
Previous $38,000
68.42%
% of portfolio
0.01%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding XLRE
# of Institutions
819Shares Held
139MCall Options Held
704KPut Options Held
4.5M-
Creative Planning Overland Park, KS29.1MShares$1.21 Billion1.29% of portfolio
-
Bank Of America Corp Charlotte, NC20.1MShares$836 Million0.08% of portfolio
-
Morgan Stanley New York, NY6.99MShares$291 Million0.02% of portfolio
-
Squarepoint Ops LLC New York, NY4.95MShares$206 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.34MShares$180 Million0.09% of portfolio