Waterway Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History
Waterway Wealth Management, LLC
- $204 Billion
- Q2 2024
A detailed history of Waterway Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Waterway Wealth Management, LLC holds 19,011 shares of XLRE stock, worth $841,046. This represents 0.36% of its overall portfolio holdings.
Number of Shares
19,011
Previous 10,573
79.81%
Holding current value
$841,046
Previous $418 Million
74.71%
% of portfolio
0.36%
Previous 0.18%
Shares
3 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