Landmark Wealth Management, Inc. Select Sector Spdr Tr Real Est Transaction History
Landmark Wealth Management, Inc.
- $205 Billion
- Q4 2024
A detailed history of Landmark Wealth Management, Inc. transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Landmark Wealth Management, Inc. holds 99,825 shares of XLRE stock, worth $4.28 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
99,825
Previous 108,573
8.06%
Holding current value
$4.28 Million
Previous $4.85 Billion
16.29%
% of portfolio
1.98%
Previous 2.42%
Shares
3 transactions
Others Institutions Holding XLRE
# of Institutions
846Shares Held
134MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.37 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$844 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$270 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$188 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$165 Million0.04% of portfolio