Principia Wealth Advisory, LLC Select Sector Spdr Tr Real Est Transaction History
Principia Wealth Advisory, LLC
- $104 Billion
- Q1 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 22 shares of XLRE stock, worth $911. This represents 0.0% of its overall portfolio holdings.
Number of Shares
22Holding current value
$911% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding XLRE
# of Institutions
855Shares Held
134MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.32 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$815 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$261 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC4.39MShares$182 Million0.08% of portfolio
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Wells Fargo & Company San Francisco, CA3.84MShares$159 Million0.04% of portfolio