Wr Wealth Planners, LLC Select Sector Spdr Tr Real Est Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 37 shares of XLRE stock, worth $1,623. This represents 0.0% of its overall portfolio holdings.
Number of Shares
37
Previous 37
-0.0%
Holding current value
$1,623
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding XLRE
# of Institutions
769Shares Held
128MCall Options Held
435KPut Options Held
2.32M-
Creative Planning Overland Park, KS29.1MShares$1.28 Billion1.29% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$839 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.78MShares$254 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.34MShares$190 Million0.09% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA2.99MShares$131 Million3.78% of portfolio