Institutional & Family Asset Management, LLC Select Sector Spdr Tr Real Est Transaction History
Institutional & Family Asset Management, LLC
- $846 Million
- Q2 2024
A detailed history of Institutional & Family Asset Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 21,588 shares of XLRE stock, worth $939,509. This represents 0.1% of its overall portfolio holdings.
Number of Shares
21,588
Previous 18,745
15.17%
Holding current value
$939,509
Previous $740,000
12.03%
% of portfolio
0.1%
Previous 0.09%
Shares
16 transactions
Others Institutions Holding XLRE
# of Institutions
733Shares Held
118MCall Options Held
435KPut Options Held
2.32M-
Creative Planning Overland Park, KS27.4MShares$1.19 Billion1.12% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$832 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.78MShares$251 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$137 Million0.06% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA2.95MShares$128 Million3.89% of portfolio