Premier Path Wealth Partners, LLC Select Sector Spdr Tr Real Est Transaction History
Premier Path Wealth Partners, LLC
- $634 Billion
- Q3 2024
A detailed history of Premier Path Wealth Partners, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 43,757 shares of XLRE stock, worth $1.87 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
43,757
Previous 44,746
2.21%
Holding current value
$1.87 Million
Previous $1.72 Billion
13.73%
% of portfolio
0.31%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding XLRE
# of Institutions
769Shares Held
128MCall Options Held
435KPut Options Held
2.32M-
Creative Planning Overland Park, KS29.1MShares$1.24 Billion1.29% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$815 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.78MShares$247 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$134 Million0.06% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA2.99MShares$128 Million3.78% of portfolio