United Asset Strategies, Inc. Select Sector Spdr Tr Real Est Transaction History
United Asset Strategies, Inc.
- $1.01 Billion
- Q2 2024
A detailed history of United Asset Strategies, Inc. transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, United Asset Strategies, Inc. holds 9,021 shares of XLRE stock, worth $399,540. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,021
Previous 10,003
9.82%
Holding current value
$399,540
Previous $395,000
12.41%
% of portfolio
0.03%
Previous 0.04%
Shares
23 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$846 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$131 Million3.89% of portfolio