Bartlett & Co. Wealth Management LLC Spdr S&P Insurance ETF Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Spdr S&P Insurance ETF stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 206 shares of KIE stock, worth $11,692. This represents 0.0% of its overall portfolio holdings.

Number of Shares
206
Previous 206 -0.0%
Holding current value
$11,692
Previous $10.3 Million 13.89%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
BUY
$47.72 - $51.83 $9,830 - $10,676
206 New
206 $10.3 Million
Q4 2023

Feb 14, 2024
SELL
$41.63 - $46.09 $1,082 - $1,198
-26 Closed
0 $0
Q2 2023

Feb 14, 2024
BUY
$38.14 - $40.88 $991 - $1,062
26 New
26 $1.06 Million

Others Institutions Holding KIE

# of Institutions
165
Shares Held
12.7M
Call Options Held
99.4K
Put Options Held
567K
View Full List

About SPDR S&P INSURANCE ETF

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

Track Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management 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 Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email