Triangle Securities Wealth Management Select Sector Spdr Tr Real Est Transaction History
Triangle Securities Wealth Management
- $372 Million
- Q1 2025
A detailed history of Triangle Securities Wealth Management transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Triangle Securities Wealth Management holds 50,097 shares of XLRE stock, worth $2.07 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
50,097
Previous 46,959
6.68%
Holding current value
$2.07 Million
Previous $1.91 Million
8.64%
% of portfolio
0.56%
Previous 0.51%
Shares
4 transactions
Others Institutions Holding XLRE
# of Institutions
852Shares Held
136MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.32 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$815 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$261 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$182 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$159 Million0.04% of portfolio