Cm Wealth Advisors LLC Spdr S&P Regional Banking ETF Transaction History
Cm Wealth Advisors LLC
- $304 Million
- Q3 2024
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 5,288 shares of KRE stock, worth $348,161. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,288
Previous 5,288
-0.0%
Holding current value
$348,161
Previous $259,000
15.44%
% of portfolio
0.1%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding KRE
# of Institutions
589Shares Held
71.1MCall Options Held
39.4MPut Options Held
82.6M-
Morgan Stanley New York, NY8.83MShares$582 Million0.04% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$451 Million0.06% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A65.95MShares$392 Million0.83% of portfolio
-
Ubs Group Ag3.92MShares$258 Million0.05% of portfolio
-
Citigroup Inc3MShares$198 Million0.1% of portfolio