Keel Point, LLC Amplify ETF Tr Trnsformational Transaction History

Keel Point, LLC

$1.5 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	$18.13 - $34.7 $124,553 - $238,389	-6,870 Closed	0 $0
Q1 2022 Apr 27, 2022	BUY	$29.45 - $40.6 $202,321 - $278,922	6,870 New	6,870 $235,000

Others Institutions Holding BLOK

# of Institutions

260

Shares Held

6.57M

Call Options Held

145K

Put Options Held

57.7K

Morgan Stanley New York, NY

1.22M
Shares

$89.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

681K
Shares

$49.9 Million
0.01% of portfolio
Gradient Investments LLC

427K
Shares

$31.3 Million
0.61% of portfolio
Wells Fargo & Company San Francisco, CA

357K
Shares

$26.1 Million
0.0% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

215K
Shares

$15.8 Million
0.24% of portfolio

About AMPLIFY ETF TR TRNSFORMATIONAL

Ticker BLOK
Sector ETFs
Industry ETFs

More about BLOK

Track This Portfolio

Portfolio Update

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

News

Stay updated on Keel Point, LLC with notifications on news.