Trademark Financial Management, LLC Spdr S&P Insurance ETF Transaction History

Trademark Financial Management, LLC

  • $123 Billion
  • Q2 2024

A detailed history of Trademark Financial Management, LLC transactions in Spdr S&P Insurance ETF stock. As of the latest transaction made, Trademark Financial Management, LLC holds 9,793 shares of KIE stock, worth $564,370. This represents 0.4% of its overall portfolio holdings.

Number of Shares
9,793
Previous 10,625 7.83%
Holding current value
$564,370
Previous $553 Million 11.8%
% of portfolio
0.4%
Previous 0.46%

Shares

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

Jul 30, 2024
SELL
$47.72 - $51.83 $39,703 - $43,122
-832 Reduced 7.83%
9,793 $488 Million
Q1 2024

May 07, 2024
BUY
$45.35 - $52.07 $73,648 - $84,561
1,624 Added 18.04%
10,625 $553 Million
Q4 2023

Feb 13, 2024
BUY
$41.63 - $46.09 $374,711 - $414,856
9,001 New
9,001 $407 Million

Others Institutions Holding KIE

# of Institutions
153
Shares Held
12.3M
Call Options Held
54K
Put Options Held
801K
View Full List

About SPDR S&P INSURANCE ETF

KIE Quotes by TradingView
  • Ticker KIE
  • Sector ETFs
  • Industry ETFs
More about KIE
Track This Portfolio

Track Trademark Financial Management, LLC Portfolio

Follow Trademark Financial 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 Trademark Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trademark Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email