Avitas Wealth Management LLC Spdr S&P Bank ETF Transaction History

Avitas Wealth Management LLC

  • $708 Million
  • Q4 2024

A detailed history of Avitas Wealth Management LLC transactions in Spdr S&P Bank ETF stock. As of the latest transaction made, Avitas Wealth Management LLC holds 4,090 shares of KBE stock, worth $211,902. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,090
Previous 4,278 4.39%
Holding current value
$211,902
Previous $226,000 -0.0%
% of portfolio
0.03%
Previous 0.03%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$51.33 - $62.76 $9,650 - $11,798
-188 Reduced 4.39%
4,090 $226,000
Q3 2024

Oct 25, 2024
BUY
$45.47 - $54.71 $194,520 - $234,049
4,278 New
4,278 $226,000
Q3 2022

Oct 27, 2022
BUY
$43.11 - $52.32 $220,680 - $267,826
5,119 New
5,119 $227,000
Q1 2022

Apr 28, 2022
SELL
$51.35 - $60.41 $415,062 - $488,294
-8,083 Closed
0 $0
Q4 2021

Jan 26, 2022
SELL
$51.57 - $57.89 $6,858 - $7,699
-133 Reduced 1.62%
8,083 $441,000
Q3 2021

Oct 28, 2021
SELL
$47.2 - $53.65 $4,578 - $5,204
-97 Reduced 1.17%
8,216 $435,000
Q2 2021

Jul 12, 2021
BUY
$49.93 - $55.46 $5,242 - $5,823
105 Added 1.28%
8,313 $427,000
Q1 2021

May 13, 2021
BUY
$41.41 - $55.06 $745 - $991
18 Added 0.22%
8,208 $426,000
Q4 2020

Feb 26, 2021
BUY
$29.74 - $41.82 $243,570 - $342,505
8,190 New
8,190 $343,000
Q1 2020

May 13, 2020
SELL
$23.13 - $47.39 $150,437 - $308,224
-6,504 Closed
0 $0
Q4 2019

Feb 13, 2020
SELL
$41.05 - $48.02 $4,022 - $4,705
-98 Reduced 1.48%
6,504 $308,000
Q3 2019

Oct 18, 2019
SELL
$42.71 - $44.45 $5,552 - $5,778
-130 Reduced 1.93%
6,602 $285,000
Q2 2019

Jul 23, 2019
BUY
N/A
137 Added 2.08%
6,732 $292,000
Q1 2019

May 01, 2019
BUY
N/A
7 Added 0.11%
6,595 $275,000
Q4 2018

Feb 08, 2019
BUY
N/A
6,588 New
6,588 $246,000

Others Institutions Holding KBE

# of Institutions
302
Shares Held
24.4M
Call Options Held
705K
Put Options Held
6.21M
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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