Amplius Wealth Advisors, LLC Spdr S&P Bank ETF Transaction History

Amplius Wealth Advisors, LLC

$818 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	N/A	-3,610 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	N/A	3,610 New	3,610 $196,000

Others Institutions Holding KBE

# of Institutions

258

Shares Held

13.7M

Call Options Held

1.3M

Put Options Held

995K

Goldman Sachs Group Inc New York, NY

3.73M
Shares

$172 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.59M
Shares

$73.3 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

829K
Shares

$38.2 Million
0.0% of portfolio
Wharton Business Group, LLC Malvern, PA

432K
Shares

$19.9 Million
0.98% of portfolio
Flagship Harbor Advisors, LLC

385K
Shares

$17.8 Million
1.19% of portfolio

About SPDR S&P BANK ETF

Ticker KBE
Sector ETFs
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