Moneta Group Investment Advisors LLC Select Sector Spdr Tr Real Est Transaction History
Moneta Group Investment Advisors LLC
- $6.28 Billion
- Q2 2024
A detailed history of Moneta Group Investment Advisors LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 23,173 shares of XLRE stock, worth $1.03 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
23,173
Previous 21,997
5.35%
Holding current value
$1.03 Million
Previous $869,000
2.42%
% of portfolio
0.01%
Previous 0.01%
Shares
20 transactions
Others Institutions Holding XLRE
# of Institutions
730Shares Held
118MCall Options Held
435KPut Options Held
2.32M-
Creative Planning Overland Park, KS27.4MShares$1.21 Billion1.12% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$846 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.78MShares$256 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$139 Million0.06% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA2.95MShares$131 Million3.89% of portfolio