Keystone Financial Group Alps ETF Tr Medical Breakthrou Transaction History

Keystone Financial Group

$274 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$41.55 - $49.93 $170,355 - $204,713	-4,100 Closed	0 $0
Q4 2020 Feb 10, 2021	BUY	$40.56 - $54.61 $166,296 - $223,901	4,100 New	4,100 $210,000

Others Institutions Holding SBIO

# of Institutions

44

Shares Held

1.61M

Call Options Held

400

Put Options Held

0

Davenport & CO LLC

770K
Shares

$29.1 Million
0.17% of portfolio
International Assets Investment Management, LLC Orlando, FL

165K
Shares

$6.21 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

125K
Shares

$4.7 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

116K
Shares

$4.39 Million
0.0% of portfolio
Morgan Stanley New York, NY

84.8K
Shares

$3.2 Million
0.0% of portfolio

About ALPS ETF TR MEDICAL BREAKTHROU

Ticker SBIO
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