Viewpoint Capital Management LLC Select Sector Spdr Tr Real Est Transaction History
Viewpoint Capital Management LLC
- $157 Million
- Q1 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 1,369 shares of XLRE stock, worth $56,115. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,369
Previous 1,369
-0.0%
Holding current value
$56,115
Previous $54,000
-0.0%
% of portfolio
0.03%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding XLRE
# of Institutions
730Shares Held
115MCall Options Held
410KPut Options Held
1.05M-
Creative Planning Overland Park, KS24.4MShares$1 Billion1.07% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$772 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.19MShares$213 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.65MShares$150 Million0.08% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.2.92MShares$120 Million2.11% of portfolio