Taylor & Morgan Wealth Management, LLC Spdr S&P Regional Banking ETF Transaction History

Taylor & Morgan Wealth Management, LLC

  • $139 Million
  • Q2 2024

A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Spdr S&P Regional Banking ETF stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 25,635 shares of KRE stock, worth $1.43 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
25,635
Previous 41,101 37.63%
Holding current value
$1.43 Million
Previous $2.07 Million 39.11%
% of portfolio
0.9%
Previous 1.53%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
SELL
$45.75 - $51.19 $707,569 - $791,704
-15,466 Reduced 37.63%
25,635 $1.26 Million
Q1 2024

Apr 15, 2024
SELL
$46.83 - $53.0 $714,719 - $808,886
-15,262 Reduced 27.08%
41,101 $2.07 Million
Q4 2023

Jan 10, 2024
SELL
$38.57 - $53.82 $698,888 - $975,218
-18,120 Reduced 24.33%
56,363 $2.96 Million
Q3 2023

Oct 05, 2023
BUY
$40.59 - $49.04 $44,364 - $53,600
1,093 Added 1.49%
74,483 $3.11 Million
Q2 2023

Jul 13, 2023
BUY
$36.08 - $44.59 $1.31 Million - $1.62 Million
36,305 Added 97.9%
73,390 $3 Million
Q1 2023

Apr 06, 2023
BUY
$42.24 - $64.79 $429,792 - $659,238
10,175 Added 37.81%
37,085 $1.63 Million
Q4 2022

Jan 17, 2023
SELL
$56.83 - $65.49 $72,799 - $83,892
-1,281 Reduced 4.54%
26,910 $0
Q3 2022

Oct 12, 2022
SELL
N/A
-3,203 Reduced 10.2%
28,191 $1.66 Million
Q2 2022

Jul 08, 2022
SELL
N/A
-147 Reduced 0.47%
31,394 $1.82 Million
Q1 2022

Apr 18, 2022
SELL
N/A
-2,450 Reduced 7.21%
31,541 $2.17 Million
Q4 2021

Jan 21, 2022
BUY
N/A
33,991 New
33,991 $2.41 Million

Others Institutions Holding KRE

# of Institutions
570
Shares Held
79M
Call Options Held
32.4M
Put Options Held
77.3M
View Full List

About SPDR S&P REGIONAL BANKING ETF

KRE Quotes by TradingView
  • Ticker KRE
  • Sector ETFs
  • Industry ETFs
More about KRE
Track This Portfolio

Track Taylor & Morgan Wealth Management, LLC Portfolio

Follow Taylor & Morgan Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Taylor & Morgan Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Taylor & Morgan Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email