United Capital Financial Advisers, LLC Select Sector Spdr Tr Real Est Transaction History
United Capital Financial Advisers, LLC
- $11.5 Billion
- Q2 2024
A detailed history of United Capital Financial Advisers, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 12,145 shares of XLRE stock, worth $537,294. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12,145
Previous 13,695
11.32%
Holding current value
$537,294
Previous $541,000
13.86%
% of portfolio
0.0%
Previous 0.0%
Shares
19 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