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 $296,610. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,984Holding current value
$296,610% of portfolio
0.18%Shares
5 transactions
Others Institutions Holding XLRE
# of Institutions
851Shares Held
134MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.36 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$836 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$268 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC4.39MShares$187 Million0.08% of portfolio
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Wells Fargo & Company San Francisco, CA3.84MShares$163 Million0.04% of portfolio