Private Wealth Advisors, LLC Select Sector Spdr Tr Real Est Transaction History
Private Wealth Advisors, LLC
- $235 Million
- Q1 2024
A detailed history of Private Wealth Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Private Wealth Advisors, LLC holds 97,233 shares of XLRE stock, worth $3.94 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
97,233
Previous 102,029
4.7%
Holding current value
$3.94 Million
Previous $4.09 Million
5.97%
% of portfolio
1.63%
Previous 1.65%
Shares
4 transactions
Others Institutions Holding XLRE
# of Institutions
734Shares Held
113MCall Options Held
410KPut Options Held
1.05M-
Creative Planning Overland Park, KS24.4MShares$990 Million1.07% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$763 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.19MShares$210 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.65MShares$148 Million0.08% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.2.92MShares$118 Million2.23% of portfolio