Forum Financial Management, LP Spdr S&P Bank ETF Transaction History
Forum Financial Management, LP
- $5.05 Billion
- Q4 2024
A detailed history of Forum Financial Management, LP transactions in Spdr S&P Bank ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 16,979 shares of KBE stock, worth $973,406. This represents 0.02% of its overall portfolio holdings.
Number of Shares
16,979
Previous 16,979
-0.0%
Holding current value
$973,406
Previous $941,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding KBE
# of Institutions
302Shares Held
24.4MCall Options Held
705KPut Options Held
6.21M-
Castlekeep Investment Advisors LLC Westport, CT5.04MShares$289 Million0.7% of portfolio
-
Goldman Sachs Group Inc New York, NY3.44MShares$197 Million0.03% of portfolio
-
Jpmorgan Chase & CO New York, NY2.31MShares$133 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.28MShares$73.4 Million0.01% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.1.17MShares$67.1 Million1.06% of portfolio