Waterway Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History
Waterway Wealth Management, LLC
- $233 Billion
- Q3 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 19,850 shares of XLRE stock, worth $809,284. This represents 0.38% of its overall portfolio holdings.
Number of Shares
19,850
Previous 19,011
4.41%
Holding current value
$809,284
Previous $730 Million
21.43%
% of portfolio
0.38%
Previous 0.36%
Shares
4 transactions
Others Institutions Holding XLRE
# of Institutions
823Shares Held
141MCall Options Held
704KPut Options Held
4.5M-
Creative Planning Overland Park, KS29.1MShares$1.19 Billion1.29% of portfolio
-
Bank Of America Corp Charlotte, NC20.1MShares$820 Million0.08% of portfolio
-
Morgan Stanley New York, NY6.99MShares$285 Million0.02% of portfolio
-
Squarepoint Ops LLC New York, NY4.95MShares$202 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.34MShares$177 Million0.09% of portfolio