Primoris Wealth Advisors, LLC Select Sector Spdr Tr Real Est Transaction History
Primoris Wealth Advisors, LLC
- $139 Million
- Q3 2024
A detailed history of Primoris Wealth Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 37,600 shares of XLRE stock, worth $1.52 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
37,600Holding current value
$1.52 Million% of portfolio
1.21%Shares
2 transactions
Others Institutions Holding XLRE
# of Institutions
820Shares Held
141MCall Options Held
704KPut Options Held
4.5M-
Creative Planning Overland Park, KS29.1MShares$1.17 Billion1.29% of portfolio
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Bank Of America Corp Charlotte, NC20.1MShares$811 Million0.08% of portfolio
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Morgan Stanley New York, NY6.99MShares$282 Million0.02% of portfolio
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Squarepoint Ops LLC New York, NY4.95MShares$200 Million0.35% of portfolio
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Lpl Financial LLC Fort Mill, SC4.34MShares$175 Million0.09% of portfolio