Heritage Wealth Management, LLC Spdr S&P Bank ETF Transaction History

Heritage Wealth Management, LLC

$200 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$43.77 - $49.99 $1,969 - $2,249	45 Added 100.0%	90 $4,000
Q2 2021 Aug 11, 2021	BUY	N/A	45 New	45 $2,000

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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