Viewpoint Capital Management LLC Select Sector Spdr Tr Real Est Transaction History
Viewpoint Capital Management LLC
- $177 Million
- Q3 2024
A detailed history of Viewpoint Capital Management LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Viewpoint Capital Management LLC holds 1,314 shares of XLRE stock, worth $56,160. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,314
Previous 1,369
4.02%
Holding current value
$56,160
Previous $52,000
11.54%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding XLRE
# of Institutions
764Shares Held
126MCall Options Held
435KPut Options Held
2.32M-
Creative Planning Overland Park, KS29.1MShares$1.25 Billion1.29% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$817 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.78MShares$247 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$134 Million0.06% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA2.95MShares$126 Million3.89% of portfolio