Iam Advisory, LLC Spdr S&P Capital Markets ETF Transaction History

Iam Advisory, LLC

$392 Million
Q4 2024

A detailed history of Iam Advisory, LLC transactions in Spdr S&P Capital Markets ETF stock. As of the latest transaction made, Iam Advisory, LLC holds 1,684 shares of KCE stock, worth $238,050. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,684

Holding current value

$238,050

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 15, 2025	BUY	$124.2 - $148.51 $209,152 - $250,090	1,684 New	1,684 $231,000

Others Institutions Holding KCE

# of Institutions

119

Shares Held

2.92M

Call Options Held

5.3K

Put Options Held

Assetmark, Inc

779K
Shares

$110 Million
0.28% of portfolio
Bank Of America Corp Charlotte, NC

485K
Shares

$68.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

185K
Shares

$26.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

129K
Shares

$18.2 Million
0.01% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

93.4K
Shares

$13.2 Million
0.0% of portfolio

View Full List

About SPDR S&P CAPITAL MARKETS ETF

Ticker KCE
Sector ETFs
Industry ETFs

More about KCE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iam Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iam Advisory, LLC with notifications on news.

Account