Soltis Investment Advisors LLC Select Sector Spdr Tr Real Est Transaction History
Soltis Investment Advisors LLC
- $941 Million
- Q2 2024
A detailed history of Soltis Investment Advisors LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 10,532 shares of XLRE stock, worth $452,665. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,532
Previous 13,909
24.28%
Holding current value
$452,665
Previous $549,000
26.41%
% of portfolio
0.04%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding XLRE
# of Institutions
817Shares Held
141MCall Options Held
704KPut Options Held
4.5M-
Creative Planning Overland Park, KS29.1MShares$1.25 Billion1.29% of portfolio
-
Bank Of America Corp Charlotte, NC20.1MShares$864 Million0.08% of portfolio
-
Morgan Stanley New York, NY6.99MShares$301 Million0.02% of portfolio
-
Squarepoint Ops LLC New York, NY4.95MShares$213 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.34MShares$186 Million0.09% of portfolio