Peak Retirement Planning, Inc. Select Sector Spdr Tr Real Est Transaction History
Peak Retirement Planning, Inc.
- $148 Billion
- Q4 2024
A detailed history of Peak Retirement Planning, Inc. transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 111,891 shares of XLRE stock, worth $4.76 Million. This represents 3.09% of its overall portfolio holdings.
Number of Shares
111,891Holding current value
$4.76 Million% of portfolio
3.09%Shares
1 transactions
Others Institutions Holding XLRE
# of Institutions
845Shares 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$838 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$269 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$187 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$164 Million0.04% of portfolio