Terra Nova Asset Management LLC Select Sector Spdr Tr Real Est Transaction History
Terra Nova Asset Management LLC
- $122 Million
- Q2 2024
A detailed history of Terra Nova Asset Management LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Terra Nova Asset Management LLC holds 12,078 shares of XLRE stock, worth $534,330. This represents 0.38% of its overall portfolio holdings.
Number of Shares
12,078
Previous 12,068
0.08%
Holding current value
$534,330
Previous $477,000
2.94%
% of portfolio
0.38%
Previous 0.39%
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