Total Wealth Planning & Management, Inc. Spdr S&P Bank ETF Transaction History
Total Wealth Planning & Management, Inc.
- $110 Billion
- Q4 2024
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 8,055 shares of KBE stock, worth $423,048. This represents 0.41% of its overall portfolio holdings.
Number of Shares
8,055Holding current value
$423,048% of portfolio
0.41%Shares
1 transactions
Others Institutions Holding KBE
# of Institutions
304Shares Held
24.4MCall Options Held
705KPut Options Held
6.21M-
Castlekeep Investment Advisors LLC Westport, CT5.04MShares$265 Million0.7% of portfolio
-
Goldman Sachs Group Inc New York, NY3.44MShares$181 Million0.03% of portfolio
-
Jpmorgan Chase & CO New York, NY2.31MShares$121 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.28MShares$67.3 Million0.01% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.1.17MShares$61.4 Million1.06% of portfolio