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 $908. This represents 0.0% of its overall portfolio holdings.
Number of Shares
22Holding current value
$908% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding XLRE
# of Institutions
856Shares Held
151MCall 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$813 Million0.07% of portfolio
-
Auto Owners Insurance CO Lansing, MI13.4MShares$551 Million4.28% of portfolio
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Morgan Stanley New York, NY6.31MShares$260 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC3.94MShares$163 Million0.07% of portfolio