Kaizen Financial Strategies Select Sector Spdr Tr Real Est Transaction History
Kaizen Financial Strategies
- $153 Million
- Q2 2024
A detailed history of Kaizen Financial Strategies transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Kaizen Financial Strategies holds 13,590 shares of XLRE stock, worth $601,221. This represents 0.34% of its overall portfolio holdings.
Number of Shares
13,590
Previous 12,673
7.24%
Holding current value
$601,221
Previous $500,000
4.2%
% of portfolio
0.34%
Previous 0.29%
Shares
10 transactions
Others Institutions Holding XLRE
# of Institutions
730Shares Held
118MCall Options Held
435KPut Options Held
2.32M-
Creative Planning Overland Park, KS27.4MShares$1.21 Billion1.12% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$845 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.78MShares$256 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$139 Million0.06% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA2.95MShares$130 Million3.89% of portfolio