Modern Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 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 7,002 shares of XLRE stock, worth $299,265. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,002
Previous 7,000
0.03%
Holding current value
$299,265
Previous $265 Million
1.61%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding XLRE
# of Institutions
764Shares Held
126MCall Options Held
435KPut Options Held
2.32M-
Creative Planning Overland Park, KS29.1MShares$1.25 Billion1.29% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$817 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, VA2.95MShares$126 Million3.89% of portfolio