Axxcess Wealth Management, LLC Spdr S&P Bank ETF Transaction History

Axxcess Wealth Management, LLC

$3.47 Billion
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 06, 2024	BUY	$34.5 - $47.03 $4.31 Million - $5.87 Million	124,898 New	124,898 $5.75 Million

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

$170 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.59M
Shares

$72.3 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

829K
Shares

$37.7 Million
0.0% of portfolio
Wharton Business Group, LLC Malvern, PA

432K
Shares

$19.6 Million
0.98% of portfolio
Flagship Harbor Advisors, LLC

385K
Shares

$17.5 Million
1.19% of portfolio

About SPDR S&P BANK ETF

Ticker KBE
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.