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 $14,285. This represents 0.01% of its overall portfolio holdings.
Number of Shares
342
Previous 1,043
67.21%
Holding current value
$14,285
Previous $38,000
68.42%
% of portfolio
0.01%
Previous 0.03%
Shares
6 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