Montag A & Associates Inc Select Sector Spdr Tr Real Est Transaction History
Montag A & Associates Inc
- $1.98 Billion
- Q1 2024
A detailed history of Montag A & Associates Inc transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Montag A & Associates Inc holds 68,518 shares of XLRE stock, worth $2.61 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
68,518
Previous 68,018
0.74%
Holding current value
$2.61 Million
Previous $2.72 Million
0.59%
% of portfolio
0.14%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding XLRE
# of Institutions
741Shares Held
114MCall Options Held
410KPut Options Held
1.05M-
Creative Planning Overland Park, KS24.4MShares$933 Million1.07% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$719 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.19MShares$198 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.65MShares$139 Million0.08% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.2.92MShares$111 Million2.23% of portfolio