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 $14,699. This represents 0.01% of its overall portfolio holdings.
Number of Shares
342
Previous 1,043
67.21%
Holding current value
$14,699
Previous $38,000
68.42%
% of portfolio
0.01%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding XLRE
# of Institutions
817Shares Held
141MCall Options Held
704KPut Options Held
4.5M-
Creative Planning Overland Park, KS29.1MShares$1.25 Billion1.29% of portfolio
-
Bank Of America Corp Charlotte, NC20.1MShares$864 Million0.08% of portfolio
-
Morgan Stanley New York, NY6.99MShares$301 Million0.02% of portfolio
-
Squarepoint Ops LLC New York, NY4.95MShares$213 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.34MShares$186 Million0.09% of portfolio