Pinnacle Private Wealth, LLC Select Sector Spdr Tr Real Est Transaction History
Pinnacle Private Wealth, LLC
- $256 Million
- Q2 2022
A detailed history of Pinnacle Private Wealth, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Pinnacle Private Wealth, LLC holds 7,709 shares of XLRE stock, worth $320,848. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,709
Previous 7,669
0.52%
Holding current value
$320,848
Previous $371,000
15.09%
% of portfolio
0.12%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding XLRE
# of Institutions
851Shares Held
134MCall 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$819 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$262 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$183 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$160 Million0.04% of portfolio