Legacy Wealth Managment, Llc/Id Select Sector Spdr Tr Real Est Transaction History
Legacy Wealth Managment, Llc/Id
- $139 Million
- Q4 2024
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 34 shares of XLRE stock, worth $1,437. This represents 0.0% of its overall portfolio holdings.
Number of Shares
34
Previous 117
70.94%
Holding current value
$1,437
Previous $5,000
80.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding XLRE
# of Institutions
843Shares Held
134MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.35 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$833 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$267 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$186 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$163 Million0.04% of portfolio