Roberts Wealth Advisors, LLC Select Sector Spdr Tr Real Est Transaction History
Roberts Wealth Advisors, LLC
- $303 Million
- Q4 2024
A detailed history of Roberts Wealth Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 8,909 shares of XLRE stock, worth $368,921. This represents 0.12% of its overall portfolio holdings.
Number of Shares
8,909
Previous 9,129
2.41%
Holding current value
$368,921
Previous $407,000
11.06%
% of portfolio
0.12%
Previous 0.14%
Shares
13 transactions
Others Institutions Holding XLRE
# of Institutions
853Shares Held
135MCall 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
-
Lpl Financial LLC Fort Mill, SC4.39MShares$182 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$159 Million0.04% of portfolio