Keebeck Wealth Management, LLC Spdr S&P Insurance ETF Transaction History

Keebeck Wealth Management, LLC

$667 Million
Q3 2024

A detailed history of Keebeck Wealth Management, LLC transactions in Spdr S&P Insurance ETF stock. As of the latest transaction made, Keebeck Wealth Management, LLC holds 5,570 shares of KIE stock, worth $330,245. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,570

Previous 5,717 2.57%

Holding current value

$330,245

Previous $284,000 11.27%

% of portfolio

0.05%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$49.44 - $56.87 $7,267 - $8,359	-147 Reduced 2.57%	5,570 $316,000
Q2 2024 Aug 14, 2024	SELL	$47.72 - $51.83 $16,511 - $17,933	-346 Reduced 5.71%	5,717 $284,000
Q1 2024 May 14, 2024	SELL	$45.35 - $52.07 $11,927 - $13,694	-263 Reduced 4.16%	6,063 $315,000
Q2 2021 Aug 16, 2021	SELL	$37.12 - $40.33 $3,526 - $3,831	-95 Reduced 1.48%	6,326 $244,000
Q4 2020 Feb 16, 2021	SELL	$28.14 - $34.05 $140,700 - $170,250	-5,000 Reduced 43.78%	6,421 $216,000
Q2 2020 Aug 06, 2020	SELL	$23.09 - $31.12 $49,435 - $66,627	-2,141 Reduced 15.79%	11,421 $312,000
Q1 2020 May 14, 2020	SELL	$20.74 - $37.52 $47,142 - $85,282	-2,273 Reduced 14.35%	13,562 $338,000
Q4 2019 Feb 14, 2020	BUY	$33.61 - $36.11 $532,214 - $571,801	15,835 New	15,835 $561,000

Others Institutions Holding KIE

# of Institutions

164

Shares Held

12.7M

Call Options Held

99.4K

Put Options Held

567K

View Full List

About SPDR S&P INSURANCE ETF

Ticker KIE
Sector ETFs
Industry ETFs

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Keebeck Wealth Management, LLC Spdr S&P Insurance ETF Transaction History