Cm Wealth Advisors LLC Spdr S&P Regional Banking ETF Transaction History
Cm Wealth Advisors LLC
- $310 Million
- Q1 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 $278,904. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,870
Previous 5,288
7.9%
Holding current value
$278,904
Previous $319,000
13.48%
% of portfolio
0.09%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding KRE
# of Institutions
643Shares Held
87.2MCall Options Held
32.5MPut Options Held
62.8M-
Goldman Sachs Group Inc New York, NY16MShares$917 Million0.15% of portfolio
-
Morgan Stanley New York, NY11.9MShares$681 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.75MShares$329 Million0.03% of portfolio
-
Jpmorgan Chase & CO New York, NY4.71MShares$270 Million0.02% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A64.15MShares$238 Million0.53% of portfolio