Pacific Capital Wealth Advisors, Inc Select Sector Spdr Tr Real Est Transaction History
Pacific Capital Wealth Advisors, Inc
- $576 Million
- Q1 2025
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 6,933 shares of XLRE stock, worth $280,994. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,933
Previous 6,933
-0.0%
Holding current value
$280,994
Previous $281,000
2.14%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding XLRE
# of Institutions
852Shares Held
136MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.29 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$798 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$256 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$178 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$156 Million0.04% of portfolio