Valmark Advisers, Inc. Select Sector Spdr Tr Real Est Transaction History
Valmark Advisers, Inc.
- $6.38 Billion
- Q4 2024
A detailed history of Valmark Advisers, Inc. transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Valmark Advisers, Inc. holds 12,303 shares of XLRE stock, worth $509,467. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,303
Previous 17,279
28.8%
Holding current value
$509,467
Previous $771,000
35.15%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding XLRE
# of Institutions
852Shares Held
135MCall 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