Modern Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Modern Wealth Management, LLC holds 7,003 shares of XLRE stock, worth $308,762. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,003
Previous 7,002
0.01%
Holding current value
$308,762
Previous $269 Million
16.32%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding XLRE
# of Institutions
819Shares Held
141MCall Options Held
704KPut Options Held
4.5M-
Creative Planning Overland Park, KS29.1MShares$1.29 Billion1.29% of portfolio
-
Bank Of America Corp Charlotte, NC20.1MShares$887 Million0.08% of portfolio
-
Morgan Stanley New York, NY6.99MShares$308 Million0.02% of portfolio
-
Squarepoint Ops LLC New York, NY4.95MShares$218 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.34MShares$191 Million0.09% of portfolio