Falcon Wealth Planning Spdr S&P Bank ETF Transaction History

Falcon Wealth Planning

$631 Million
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$35.12 - $50.43 $374,625 - $537,936	10,667 New	10,667 $395,000

Others Institutions Holding KBE

# of Institutions

258

Shares Held

13.7M

Call Options Held

1.3M

Put Options Held

995K

Goldman Sachs Group Inc New York, NY

3.73M
Shares

$170 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.59M
Shares

$72.3 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

829K
Shares

$37.7 Million
0.0% of portfolio
Wharton Business Group, LLC Malvern, PA

432K
Shares

$19.6 Million
0.98% of portfolio
Flagship Harbor Advisors, LLC

385K
Shares

$17.5 Million
1.19% of portfolio

About SPDR S&P BANK ETF

Ticker KBE
Sector ETFs
Industry ETFs

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