Evolution Wealth Advisors, LLC Spdr S&P Bank ETF Transaction History

Evolution Wealth Advisors, LLC

$545 Million
Q3 2024

A detailed history of Evolution Wealth Advisors, LLC transactions in Spdr S&P Bank ETF stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 53,387 shares of KBE stock, worth $3.11 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

53,387

Previous 54,007 1.15%

Holding current value

$3.11 Million

Previous $2.51 Million 12.69%

% of portfolio

0.52%

Previous 0.49%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$45.47 - $54.71 $28,191 - $33,920	-620 Reduced 1.15%	53,387 $2.82 Million
Q2 2024 Jul 18, 2024	SELL	$43.05 - $47.93 $29,704 - $33,071	-690 Reduced 1.26%	54,007 $2.51 Million
Q1 2024 Apr 19, 2024	SELL	$42.85 - $47.1 $5.64 Million - $6.2 Million	-131,561 Reduced 70.63%	54,697 $2.58 Million
Q4 2023 Jan 31, 2024	SELL	$34.5 - $47.03 $33,465 - $45,619	-970 Reduced 0.52%	186,258 $8.57 Million
Q3 2023 Nov 06, 2023	BUY	$35.66 - $42.33 $66,862 - $79,368	1,875 Added 1.01%	187,228 $6.9 Million
Q2 2023 Jul 17, 2023	SELL	$31.9 - $38.23 $113,564 - $136,098	-3,560 Reduced 1.88%	185,353 $6.67 Million
Q1 2023 May 02, 2023	BUY	$35.12 - $50.43 $6.63 Million - $9.53 Million	188,913 New	188,913 $7 Million
Q1 2019 May 09, 2019	SELL	N/A	-1,020 Closed	0 $0
Q4 2018 Jan 29, 2019	BUY	N/A	1,020 New	1,020 $38,000

Others Institutions Holding KBE

# of Institutions

257

Shares Held

13.7M

Call Options Held

1.72M

Put Options Held

3.47M

View Full List

About SPDR S&P BANK ETF

Ticker KBE
Sector ETFs
Industry ETFs

More about KBE

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Evolution Wealth Advisors, LLC Spdr S&P Bank ETF Transaction History