Iht Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History
Iht Wealth Management, LLC
- $2.59 Billion
- Q1 2024
A detailed history of Iht Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Iht Wealth Management, LLC holds 79,916 shares of XLRE stock, worth $3.07 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
79,916
Previous 59,222
34.94%
Holding current value
$3.07 Million
Previous $2.37 Million
33.18%
% of portfolio
0.12%
Previous 0.11%
Shares
26 transactions
Others Institutions Holding XLRE
# of Institutions
740Shares Held
114MCall Options Held
410KPut Options Held
1.05M-
Creative Planning Overland Park, KS24.4MShares$939 Million1.07% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$723 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.19MShares$199 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.65MShares$140 Million0.08% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.2.92MShares$112 Million2.23% of portfolio