A detailed history of 1858 Wealth Management, LLC transactions in Spdr S&P Insurance ETF stock. As of the latest transaction made, 1858 Wealth Management, LLC holds 14,722 shares of KIE stock, worth $835,620. This represents 0.61% of its overall portfolio holdings.

Number of Shares
14,722
Previous 12,985 13.38%
Holding current value
$835,620
Previous $587 Million 24.94%
% of portfolio
0.61%
Previous 0.56%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

BUY
$47.72 - $51.83 $82,889 - $90,028
1,737 Added 13.38%
14,722 $734 Million
Q4 2023

Feb 13, 2024

BUY
$41.63 - $46.09 $540,565 - $598,478
12,985 New
12,985 $587 Million

Others Institutions Holding KIE

About SPDR S&P INSURANCE ETF


  • Ticker KIE
  • Sector ETFs
  • Industry ETFs
More about KIE
Track This Portfolio

Track 1858 Wealth Management, LLC Portfolio

Follow 1858 Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 1858 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 1858 Wealth Management, LLC with notifications on news.