Safeguard Investment Advisory Group, LLC Select Sector Spdr Tr Real Est Transaction History
Safeguard Investment Advisory Group, LLC
- $350 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding XLRE
# of Institutions
818Shares Held
141MCall Options Held
704KPut Options Held
4.5M-
Creative Planning Overland Park, KS29.1MShares$1.27 Billion1.29% of portfolio
-
Bank Of America Corp Charlotte, NC20.1MShares$874 Million0.08% of portfolio
-
Morgan Stanley New York, NY6.99MShares$304 Million0.02% of portfolio
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Squarepoint Ops LLC New York, NY4.95MShares$215 Million0.35% of portfolio
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Lpl Financial LLC Fort Mill, SC4.34MShares$189 Million0.09% of portfolio