Mascoma Wealth Management LLC Select Sector Spdr Tr Real Est Transaction History
Mascoma Wealth Management LLC
- $389 Million
- Q1 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 $3,901. This represents 0.0% of its overall portfolio holdings.
Number of Shares
96
Previous 96
-0.0%
Holding current value
$3,901
Previous $3,000
33.33%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding XLRE
# of Institutions
846Shares Held
151MCall Options Held
648KPut Options Held
2.82M-
Creative Planning Overland Park, KS34.5MShares$1.4 Billion1.36% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$776 Million0.07% of portfolio
-
Auto Owners Insurance CO Lansing, MI13.4MShares$543 Million4.28% of portfolio
-
Morgan Stanley New York, NY6.83MShares$278 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.03MShares$164 Million0.04% of portfolio