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 $434,441. This represents 0.43% of its overall portfolio holdings.
Number of Shares
8,637
Previous 8,055
7.23%
Holding current value
$434,441
Previous $447 Million
2.37%
% of portfolio
0.43%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding KBE
# of Institutions
303Shares Held
24.3MCall Options Held
705KPut Options Held
6.21M-
Castlekeep Investment Advisors LLC Westport, CT5.04MShares$254 Million0.7% of portfolio
-
Goldman Sachs Group Inc New York, NY3.44MShares$173 Million0.03% of portfolio
-
Jpmorgan Chase & CO New York, NY2.31MShares$116 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.28MShares$64.4 Million0.01% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.1.17MShares$58.9 Million1.06% of portfolio