Long View Wealth Management Select Sector Spdr Tr Real Est Transaction History
Long View Wealth Management
- $313 Billion
- Q3 2024
A detailed history of Long View Wealth Management transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Long View Wealth Management holds 13,084 shares of XLRE stock, worth $558,163. This represents 0.19% of its overall portfolio holdings.
Number of Shares
13,084
Previous 14,299
8.5%
Holding current value
$558,163
Previous $549 Million
6.42%
% of portfolio
0.19%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding XLRE
# of Institutions
766Shares Held
126MCall Options Held
435KPut Options Held
2.32M-
Creative Planning Overland Park, KS29.1MShares$1.24 Billion1.29% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$815 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.78MShares$247 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$134 Million0.06% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA2.99MShares$128 Million3.78% of portfolio