Soa Wealth Advisors, Llc. Select Sector Spdr Tr Real Est Transaction History
Soa Wealth Advisors, Llc.
- $850 Million
- Q1 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 1,576 shares of XLRE stock, worth $63,875. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,576
Previous 1,590
0.88%
Holding current value
$63,875
Previous $64,000
1.56%
% of portfolio
0.01%
Previous 0.01%
Shares
18 transactions
Others Institutions Holding XLRE
# of Institutions
852Shares Held
136MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.29 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$798 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$256 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$178 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$156 Million0.04% of portfolio