Waller Financial Planning Group, Inc Select Sector Spdr Tr Real Est Transaction History
Waller Financial Planning Group, Inc
- $372 Million
- Q2 2024
A detailed history of Waller Financial Planning Group, Inc transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 462,489 shares of XLRE stock, worth $17.7 Million. This represents 4.77% of its overall portfolio holdings.
Number of Shares
462,489
Previous 458,726
0.82%
Holding current value
$17.7 Million
Previous $18.1 Million
2.03%
% of portfolio
4.77%
Previous 4.83%
Shares
9 transactions
Others Institutions Holding XLRE
# of Institutions
740Shares Held
114MCall Options Held
410KPut Options Held
1.05M-
Creative Planning Overland Park, KS24.4MShares$934 Million1.07% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$719 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.19MShares$198 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.65MShares$140 Million0.08% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.2.92MShares$112 Million2.23% of portfolio