Mascoma Wealth Management LLC Select Sector Spdr Tr Real Est Transaction History
Mascoma Wealth Management LLC
- $437 Million
- Q3 2025
A detailed history of Mascoma Wealth Management LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 96 shares of XLRE stock, worth $4,009. This represents 0.0% of its overall portfolio holdings.
Number of Shares
96
Previous 96
-0.0%
Holding current value
$4,009
Previous $3,000
33.33%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding XLRE
# of Institutions
834Shares Held
142MCall Options Held
489KPut Options Held
2.05M-
Creative Planning Overland Park, KS37.4MShares$1.56 Billion1.33% of portfolio
-
Bank Of America Corp Charlotte, NC19MShares$792 Million0.06% of portfolio
-
Morgan Stanley New York, NY6.63MShares$277 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.22MShares$176 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA3.66MShares$153 Million0.03% of portfolio