Keebeck Wealth Management, LLC Spdr S&P Insurance ETF Transaction History

Keebeck Wealth Management, LLC

$667 Million
Q3 2024

A detailed history of Keebeck Wealth Management, LLC transactions in Spdr S&P Insurance ETF stock. As of the latest transaction made, Keebeck Wealth Management, LLC holds 5,570 shares of KIE stock, worth $317,322. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,570

Previous 5,717 2.57%

Holding current value

$317,322

Previous $284,000 11.27%

% of portfolio

0.05%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$49.44 - $56.87 $7,267 - $8,359	-147 Reduced 2.57%	5,570 $316,000
Q2 2024 Aug 14, 2024	SELL	$47.72 - $51.83 $16,511 - $17,933	-346 Reduced 5.71%	5,717 $284,000
Q1 2024 May 14, 2024	SELL	$45.35 - $52.07 $11,927 - $13,694	-263 Reduced 4.16%	6,063 $315,000
Q2 2021 Aug 16, 2021	SELL	$37.12 - $40.33 $3,526 - $3,831	-95 Reduced 1.48%	6,326 $244,000
Q4 2020 Feb 16, 2021	SELL	$28.14 - $34.05 $140,700 - $170,250	-5,000 Reduced 43.78%	6,421 $216,000
Q2 2020 Aug 06, 2020	SELL	$23.09 - $31.12 $49,435 - $66,627	-2,141 Reduced 15.79%	11,421 $312,000
Q1 2020 May 14, 2020	SELL	$20.74 - $37.52 $47,142 - $85,282	-2,273 Reduced 14.35%	13,562 $338,000
Q4 2019 Feb 14, 2020	BUY	$33.61 - $36.11 $532,214 - $571,801	15,835 New	15,835 $561,000

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

Ticker KIE
Sector ETFs
Industry ETFs

More about KIE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Keebeck Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Account

Keebeck Wealth Management, LLC Spdr S&P Insurance ETF Transaction History