Modera Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History
Modera Wealth Management, LLC
- $8.14 Billion
- Q4 2024
A detailed history of Modera Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Modera Wealth Management, LLC holds 26,550 shares of XLRE stock, worth $1.12 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
26,550
Previous 26,684
0.5%
Holding current value
$1.12 Million
Previous $1.19 Million
9.4%
% of portfolio
0.01%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding XLRE
# of Institutions
826Shares Held
135MCall Options Held
704KPut Options Held
4.5M-
Creative Planning Overland Park, KS29.1MShares$1.22 Billion1.29% of portfolio
-
Bank Of America Corp Charlotte, NC20.1MShares$845 Million0.08% of portfolio
-
Morgan Stanley New York, NY6.99MShares$294 Million0.02% of portfolio
-
Squarepoint Ops LLC New York, NY4.95MShares$208 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.34MShares$182 Million0.09% of portfolio