Waller Financial Planning Group, Inc Select Sector Spdr Tr Real Est Transaction History
Waller Financial Planning Group, Inc
- $397 Million
- Q4 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 471,334 shares of XLRE stock, worth $20.5 Million. This represents 4.83% of its overall portfolio holdings.
Number of Shares
471,334
Previous 466,098
1.12%
Holding current value
$20.5 Million
Previous $20.8 Million
7.93%
% of portfolio
4.83%
Previous 5.17%
Shares
11 transactions
Others Institutions Holding XLRE
# of Institutions
848Shares Held
134MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.39 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$855 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$274 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$191 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$167 Million0.04% of portfolio