Total Wealth Planning & Management, Inc. Spdr S&P Bank ETF Transaction History

Total Wealth Planning & Management, Inc.

  • $105 Billion
  • Q1 2025

A detailed history of Total Wealth Planning & Management, Inc. transactions in Spdr S&P Bank ETF stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 8,637 shares of KBE stock, worth $459,488. This represents 0.43% of its overall portfolio holdings.

Number of Shares
8,637
Previous 8,055 7.23%
Holding current value
$459,488
Previous $447 Million 2.37%
% of portfolio
0.43%
Previous 0.41%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$51.28 - $59.92 $29,844 - $34,873
582 Added 7.23%
8,637 $457 Million
Q4 2024

Feb 28, 2025
BUY
$51.33 - $62.76 $413,463 - $505,531
8,055 New
8,055 $447 Million

Others Institutions Holding KBE

# of Institutions
299
Shares Held
20M
Call Options Held
1.81M
Put Options Held
3.53M
View Full List

About SPDR S&P BANK ETF

KBE Quotes by TradingView
  • Ticker KBE
  • Sector ETFs
  • Industry ETFs
More about KBE
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