Summit Wealth Partners, LLC Spdr S&P Regional Banking ETF Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Sep 09, 2024	BUY	$50.18 - $59.22 $219,437 - $258,969	4,373 New	4,373 $255 Million

Others Institutions Holding KRE

# of Institutions

580

Shares Held

79.1M

Call Options Held

32.3M

Put Options Held

71.8M

Goldman Sachs Group Inc New York, NY

7.15M
Shares

$478 Million
0.06% of portfolio
Morgan Stanley New York, NY

7.08M
Shares

$473 Million
0.03% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

6.7M
Shares

$448 Million
0.97% of portfolio
Bank Of America Corp Charlotte, NC

5.54M
Shares

$370 Million
0.02% of portfolio
Citigroup Inc

5.26M
Shares

$352 Million
0.17% of portfolio

About SPDR S&P REGIONAL BANKING ETF

Ticker KRE
Sector ETFs
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