Simplicity Wealth,Llc Select Sector Spdr Tr Real Est Transaction History
Simplicity Wealth,Llc
- $4.32 Billion
- Q2 2024
A detailed history of Simplicity Wealth,Llc transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Simplicity Wealth,Llc holds 26,763 shares of XLRE stock, worth $1.18 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
26,763
Previous 26,652
0.42%
Holding current value
$1.18 Million
Previous $1.05 Million
2.47%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding XLRE
# of Institutions
730Shares Held
118MCall Options Held
435KPut Options Held
2.32M-
Creative Planning Overland Park, KS27.4MShares$1.21 Billion1.12% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$845 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.78MShares$256 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$139 Million0.06% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA2.95MShares$130 Million3.89% of portfolio