Wcg Wealth Advisors LLC Select Sector Spdr Tr Real Est Transaction History
Wcg Wealth Advisors LLC
- $1.35 Billion
- Q2 2024
A detailed history of Wcg Wealth Advisors LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 635,581 shares of XLRE stock, worth $28.1 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
635,581
Previous 956,816
33.57%
Holding current value
$28.1 Million
Previous $37.8 Million
35.45%
% of portfolio
1.81%
Previous 3.19%
Shares
8 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$846 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$131 Million3.89% of portfolio