Wambolt & Associates, LLC Select Sector Spdr Tr Real Est Transaction History
Wambolt & Associates, LLC
- $310 Million
- Q4 2024
A detailed history of Wambolt & Associates, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Wambolt & Associates, LLC holds 9,173 shares of XLRE stock, worth $385,816. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,173
Previous 9,680
5.24%
Holding current value
$385,816
Previous $432,000
13.66%
% of portfolio
0.12%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding XLRE
# of Institutions
845Shares Held
135MCall Options Held
857KPut Options Held
4.61M-
Creative Planning Overland Park, KS31.9MShares$1.34 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$828 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$265 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$185 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$162 Million0.04% of portfolio