Intergy Private Wealth, LLC Select Sector Spdr Tr Real Est Transaction History
Intergy Private Wealth, LLC
- $240 Million
- Q2 2024
A detailed history of Intergy Private Wealth, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 11,764 shares of XLRE stock, worth $513,263. This represents 0.19% of its overall portfolio holdings.
Number of Shares
11,764
Previous 14,012
16.04%
Holding current value
$513,263
Previous $553,000
18.44%
% of portfolio
0.19%
Previous 0.23%
Shares
8 transactions
Others Institutions Holding XLRE
# of Institutions
730Shares Held
118MCall Options Held
435KPut Options Held
2.32M-
Creative Planning Overland Park, KS27.4MShares$1.2 Billion1.12% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$834 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.78MShares$252 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$137 Million0.06% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA2.95MShares$129 Million3.89% of portfolio