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

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Spdr S&P Bank ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 4,011 shares of KBE stock, worth $215,551. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,011
Holding current value
$215,551
% of portfolio
0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$51.33 - $62.76 $205,884 - $251,730
4,011 New
4,011 $222,000
Q2 2022

Aug 11, 2022
SELL
$42.82 - $51.88 $380,198 - $460,642
-8,879 Closed
0 $0
Q1 2022

May 16, 2022
SELL
$51.35 - $60.41 $41.3 Million - $48.6 Million
-804,503 Reduced 98.91%
8,879 $465,000
Q4 2021

Feb 04, 2022
BUY
$51.57 - $57.89 $41.9 Million - $47.1 Million
813,382 New
813,382 $44.4 Million

Others Institutions Holding KBE

# of Institutions
302
Shares Held
24.4M
Call Options Held
705K
Put Options Held
6.21M
View Full List

About SPDR S&P BANK ETF

KBE Quotes by TradingView
  • Ticker KBE
  • Sector ETFs
  • Industry ETFs
More about KBE
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