Visionary Wealth Advisors Select Sector Spdr Tr Real Est Transaction History
Visionary Wealth Advisors
- $1.47 Billion
- Q2 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 41,379 shares of XLRE stock, worth $1.83 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
41,379
Previous 21,555
91.97%
Holding current value
$1.83 Million
Previous $852,000
86.5%
% of portfolio
0.11%
Previous 0.06%
Shares
7 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