Org Wealth Partners, LLC Select Sector Spdr Tr Real Est Transaction History
Org Wealth Partners, LLC
- $301 Billion
- Q3 2024
A detailed history of Org Wealth Partners, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Org Wealth Partners, LLC holds 2,893 shares of XLRE stock, worth $129,288. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,893Holding current value
$129,288% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding XLRE
# of Institutions
746Shares Held
121MCall Options Held
435KPut Options Held
2.32M-
Creative Planning Overland Park, KS29.1MShares$1.3 Billion1.29% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$854 Million0.07% of portfolio
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Morgan Stanley New York, NY5.78MShares$258 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC3.14MShares$140 Million0.06% of portfolio
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Cassaday & CO Wealth Management LLC Mclean, VA2.95MShares$132 Million3.89% of portfolio