Heritage Wealth Management, LLC Spdr S&P Bank ETF Transaction History

Heritage Wealth Management, LLC

  • $177 Million
  • Q2 2024

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 13, 2023
BUY
$43.77 - $49.99 $1,969 - $2,249
45 Added 100.0%
90 $4,000
Q2 2021

Aug 11, 2021
BUY
$49.93 - $55.46 $2,246 - $2,495
45 New
45 $2,000

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 Heritage Wealth Management, LLC Portfolio

Follow Heritage 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 Heritage Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email