Mount Yale Investment Advisors, LLC Select Sector Spdr Tr Real Est Transaction History
Mount Yale Investment Advisors, LLC
- $1.2 Billion
- Q4 2024
A detailed history of Mount Yale Investment Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 14,386 shares of XLRE stock, worth $620,755. This represents 0.05% of its overall portfolio holdings.
Number of Shares
14,386
Previous 18,462
22.08%
Holding current value
$620,755
Previous $824,000
29.0%
% of portfolio
0.05%
Previous 0.08%
Shares
28 transactions
Others Institutions Holding XLRE
# of Institutions
848Shares Held
134MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.38 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$850 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$272 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$190 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$166 Million0.04% of portfolio