Tandem Wealth Advisors LLC Select Sector Spdr Tr Real Est Transaction History
Tandem Wealth Advisors LLC
- $186 Million
- Q2 2024
A detailed history of Tandem Wealth Advisors LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Tandem Wealth Advisors LLC holds 6,613 shares of XLRE stock, worth $287,797. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,613
Previous 6,613
-0.0%
Holding current value
$287,797
Previous $261,000
2.68%
% of portfolio
0.14%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding XLRE
# of Institutions
733Shares Held
118MCall Options Held
435KPut Options Held
2.32M-
Creative Planning Overland Park, KS27.4MShares$1.19 Billion1.12% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$832 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.78MShares$251 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$137 Million0.06% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA2.95MShares$128 Million3.89% of portfolio