Avantax Advisory Services, Inc. Spdr S&P Bank ETF Transaction History

Avantax Advisory Services, Inc.

  • $11.1 Billion
  • Q1 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Spdr S&P Bank ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 9,177 shares of KBE stock, worth $423,335. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,177
Previous 12,082 24.04%
Holding current value
$423,335
Previous $556,000 22.3%
% of portfolio
0.0%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$42.85 - $47.1 $124,479 - $136,825
-2,905 Reduced 24.04%
9,177 $432,000
Q4 2023

Feb 07, 2024
SELL
$34.5 - $47.03 $34,707 - $47,312
-1,006 Reduced 7.69%
12,082 $556,000
Q3 2023

Nov 07, 2023
SELL
$35.66 - $42.33 $64,722 - $76,828
-1,815 Reduced 12.18%
13,088 $482,000
Q2 2023

Aug 11, 2023
BUY
$31.9 - $38.23 $11,515 - $13,801
361 Added 2.48%
14,903 $536,000
Q1 2023

Apr 28, 2023
BUY
$35.12 - $50.43 $4,038 - $5,799
115 Added 0.8%
14,542 $539,000
Q4 2022

Feb 13, 2023
BUY
$43.77 - $49.99 $41,143 - $46,990
940 Added 6.97%
14,427 $651,000
Q3 2022

Nov 01, 2022
BUY
N/A
285 Added 2.16%
13,487 $597,000
Q2 2022

Aug 02, 2022
BUY
N/A
4,223 Added 47.03%
13,202 $579,000
Q1 2022

Apr 27, 2022
BUY
N/A
3,929 Added 77.8%
8,979 $473,000
Q4 2021

Jan 24, 2022
BUY
N/A
5,050 New
5,050 $276,000
Q4 2020

Jan 22, 2021
SELL
N/A
-10,975 Closed
0 $0
Q3 2020

Oct 14, 2020
BUY
N/A
10,975 New
10,975 $324,000
Q2 2019

Aug 06, 2019
SELL
N/A
-40,742 Closed
0 $0
Q1 2019

May 13, 2019
BUY
N/A
3,830 Added 10.38%
40,742 $1.7 Million
Q4 2018

Feb 13, 2019
BUY
N/A
36,912 New
36,912 $1.38 Million

Others Institutions Holding KBE

# of Institutions
258
Shares Held
13.7M
Call Options Held
1.3M
Put Options Held
995K
View Full List

About SPDR S&P BANK ETF

KBE Quotes by TradingView
  • Ticker KBE
  • Sector ETFs
  • Industry ETFs
More about KBE
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