Lake Hills Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History
Lake Hills Wealth Management, LLC
- $139 Million
- Q2 2024
A detailed history of Lake Hills Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Lake Hills Wealth Management, LLC holds 171,172 shares of XLRE stock, worth $7.47 Million. This represents 4.72% of its overall portfolio holdings.
Number of Shares
171,172
Previous 48,731
251.26%
Holding current value
$7.47 Million
Previous $1.93 Million
241.33%
% of portfolio
4.72%
Previous 1.73%
Shares
4 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