Avitas Wealth Management LLC Spdr S&P Bank ETF Transaction History

Avitas Wealth Management LLC

$674 Million
Q2 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 27, 2022	BUY	$43.11 - $52.32 $220,680 - $267,826	5,119 New	5,119 $227,000
Q1 2022 Apr 28, 2022	SELL	$51.35 - $60.41 $415,062 - $488,294	-8,083 Closed	0 $0
Q4 2021 Jan 26, 2022	SELL	$51.57 - $57.89 $6,858 - $7,699	-133 Reduced 1.62%	8,083 $441,000
Q3 2021 Oct 28, 2021	SELL	$47.2 - $53.65 $4,578 - $5,204	-97 Reduced 1.17%	8,216 $435,000
Q2 2021 Jul 12, 2021	BUY	$49.93 - $55.46 $5,242 - $5,823	105 Added 1.28%	8,313 $427,000
Q1 2021 May 13, 2021	BUY	$41.41 - $55.06 $745 - $991	18 Added 0.22%	8,208 $426,000
Q4 2020 Feb 26, 2021	BUY	$29.74 - $41.82 $243,570 - $342,505	8,190 New	8,190 $343,000
Q1 2020 May 13, 2020	SELL	$23.13 - $47.39 $150,437 - $308,224	-6,504 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$41.05 - $48.02 $4,022 - $4,705	-98 Reduced 1.48%	6,504 $308,000
Q3 2019 Oct 18, 2019	SELL	$42.71 - $44.45 $5,552 - $5,778	-130 Reduced 1.93%	6,602 $285,000
Q2 2019 Jul 23, 2019	BUY	N/A	137 Added 2.08%	6,732 $292,000
Q1 2019 May 01, 2019	BUY	N/A	7 Added 0.11%	6,595 $275,000
Q4 2018 Feb 08, 2019	BUY	N/A	6,588 New	6,588 $246,000

Others Institutions Holding KBE

# of Institutions

248

Shares Held

14M

Call Options Held

721K

Put Options Held

1.26M

About SPDR S&P BANK ETF

Ticker KBE
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