Visionary Wealth Advisors Select Sector Spdr Tr Real Est Transaction History
Visionary Wealth Advisors
- $1.62 Billion
- Q4 2024
A detailed history of Visionary Wealth Advisors transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Visionary Wealth Advisors holds 27,950 shares of XLRE stock, worth $1.19 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
27,950
Previous 45,852
39.04%
Holding current value
$1.19 Million
Previous $2.05 Million
44.53%
% of portfolio
0.07%
Previous 0.13%
Shares
9 transactions
Others Institutions Holding XLRE
# of Institutions
845Shares Held
134MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.36 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$838 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$269 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$187 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$164 Million0.04% of portfolio