Wealth Enhancement Advisory Services, LLC Select Sector Spdr Tr Real Est Transaction History
Wealth Enhancement Advisory Services, LLC
- $40.3 Billion
- Q2 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 329,350 shares of XLRE stock, worth $14.4 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
329,350
Previous 252,647
30.36%
Holding current value
$14.4 Million
Previous $9.99 Million
26.66%
% of portfolio
0.03%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding XLRE
# of Institutions
730Shares Held
118MCall Options Held
435KPut Options Held
2.32M-
Creative Planning Overland Park, KS27.4MShares$1.2 Billion1.12% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$834 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.78MShares$252 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$137 Million0.06% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA2.95MShares$129 Million3.89% of portfolio