Wealth Enhancement Advisory Services, LLC Spdr S&P Bank ETF Transaction History

Wealth Enhancement Advisory Services, LLC

  • $44.5 Billion
  • Q3 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Spdr S&P Bank ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 5,968 shares of KBE stock, worth $347,158. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,968
Previous 5,199 14.79%
Holding current value
$347,158
Previous $241,000 30.71%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$45.47 - $54.71 $34,966 - $42,071
769 Added 14.79%
5,968 $315,000
Q2 2024

Jul 16, 2024
BUY
$43.05 - $47.93 $3,745 - $4,169
87 Added 1.7%
5,199 $241,000
Q1 2024

Apr 15, 2024
SELL
$42.85 - $47.1 $938,415 - $1.03 Million
-21,900 Reduced 81.08%
5,112 $240,000
Q4 2023

Jan 30, 2024
BUY
$34.5 - $47.03 $931,914 - $1.27 Million
27,012 New
27,012 $1.24 Million

Others Institutions Holding KBE

# of Institutions
257
Shares Held
13.7M
Call Options Held
1.72M
Put Options Held
3.47M
View Full List

About SPDR S&P BANK ETF

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

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email