Wealthpoint, LLC Select Sector Spdr Tr Real Est Transaction History
Wealthpoint, LLC
- $247 Million
- Q3 2023
Shares
2 transactions
Others Institutions Holding XLRE
# of Institutions
821Shares Held
141MCall Options Held
704KPut Options Held
4.5M-
Creative Planning Overland Park, KS29.1MShares$1.31 Billion1.29% of portfolio
-
Bank Of America Corp Charlotte, NC20.1MShares$903 Million0.08% of portfolio
-
Morgan Stanley New York, NY6.99MShares$314 Million0.02% of portfolio
-
Squarepoint Ops LLC New York, NY4.95MShares$222 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.34MShares$195 Million0.09% of portfolio