Cm Wealth Advisors LLC Spdr S&P Regional Banking ETF Transaction History
Cm Wealth Advisors LLC
- $328 Million
- Q2 2025
A detailed history of Cm Wealth Advisors LLC transactions in Spdr S&P Regional Banking ETF stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 4,870 shares of KRE stock, worth $307,978. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,870
Previous 4,870
-0.0%
Holding current value
$307,978
Previous $276,000
4.71%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding KRE
# of Institutions
646Shares Held
102MCall Options Held
50.4MPut Options Held
65.3M-
Goldman Sachs Group Inc New York, NY20.4MShares$1.29 Billion0.17% of portfolio
-
Morgan Stanley New York, NY15MShares$946 Million0.06% of portfolio
-
Citigroup Inc8.94MShares$566 Million0.27% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A67.41MShares$469 Million0.9% of portfolio
-
Bank Of America Corp Charlotte, NC4.83MShares$306 Million0.02% of portfolio