Kfg Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History
Kfg Wealth Management, LLC
- $385 Million
- Q4 2024
A detailed history of Kfg Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 108,014 shares of XLRE stock, worth $4.47 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
108,014
Previous 82,695
30.62%
Holding current value
$4.47 Million
Previous $3.69 Million
18.93%
% of portfolio
1.14%
Previous 1.07%
Shares
2 transactions
Others Institutions Holding XLRE
# of Institutions
825Shares Held
136MCall Options Held
704KPut Options Held
4.5M-
Creative Planning Overland Park, KS29.1MShares$1.21 Billion1.29% of portfolio
-
Bank Of America Corp Charlotte, NC20.1MShares$833 Million0.08% of portfolio
-
Morgan Stanley New York, NY6.99MShares$290 Million0.02% of portfolio
-
Squarepoint Ops LLC New York, NY4.95MShares$205 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.34MShares$180 Million0.09% of portfolio