Warren Averett Asset Management, LLC Spdr S&P Bank ETF Transaction History
Warren Averett Asset Management, LLC
- $5.34 Billion
- Q3 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Spdr S&P Bank ETF stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 5,232 shares of KBE stock, worth $304,345. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,232
Previous 4,421
18.34%
Holding current value
$304,345
Previous $205,000
34.63%
% of portfolio
0.01%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding KBE
# of Institutions
257Shares Held
13.7MCall Options Held
1.72MPut Options Held
3.47M-
Goldman Sachs Group Inc New York, NY3.08MShares$179 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.63MShares$95.1 Million0.01% of portfolio
-
Citigroup Inc1.34MShares$77.9 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC720KShares$41.9 Million0.0% of portfolio
-
Wharton Business Group, LLC Malvern, PA425KShares$24.7 Million1.01% of portfolio