Peak Financial Advisors LLC Select Sector Spdr Tr Real Est Transaction History
Peak Financial Advisors LLC
- $156 Million
- Q4 2024
A detailed history of Peak Financial Advisors LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Peak Financial Advisors LLC holds 6,984 shares of XLRE stock, worth $289,905. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,984Holding current value
$289,905% of portfolio
0.18%Shares
5 transactions
Others Institutions Holding XLRE
# of Institutions
853Shares Held
135MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.33 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$817 Million0.07% of portfolio
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Morgan Stanley New York, NY6.31MShares$262 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC4.39MShares$182 Million0.08% of portfolio
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Wells Fargo & Company San Francisco, CA3.84MShares$160 Million0.04% of portfolio