Allworth Financial LP Spdr S&P Bank ETF Transaction History

Allworth Financial LP

$17.3 Billion
Q4 2024

A detailed history of Allworth Financial LP transactions in Spdr S&P Bank ETF stock. As of the latest transaction made, Allworth Financial LP holds 14 shares of KBE stock, worth $819. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$819

% of portfolio

0.0%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$51.33 - $62.76 $718 - $878	14 New	14 $0
Q2 2023 Jul 18, 2023	SELL	$31.9 - $38.23 $4,625 - $5,543	-145 Reduced 82.86%	30 $1,000
Q3 2020 Nov 03, 2020	BUY	$28.21 - $33.84 $4,936 - $5,922	175 New	175 $5,000

Others Institutions Holding KBE

# of Institutions

263

Shares Held

14.8M

Call Options Held

1.72M

Put Options Held

3.47M

Goldman Sachs Group Inc New York, NY

3.08M
Shares

$181 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.63M
Shares

$95.7 Million
0.01% of portfolio
Citigroup Inc

1.34M
Shares

$78.4 Million
0.04% of portfolio
Harel Insurance Investments & Financial Services Ltd.

1.17M
Shares

$68.5 Million
1.06% of portfolio
Bank Of America Corp Charlotte, NC

720K
Shares

$42.1 Million
0.0% of portfolio

View Full List

About SPDR S&P BANK ETF

Ticker KBE
Sector ETFs
Industry ETFs

More about KBE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.

Account