Keystone Financial Group Alps ETF Tr Medical Breakthrou Transaction History

Keystone Financial Group

$296 Million
Q3 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

42

Shares Held

1.6M

Call Options Held

0

Put Options Held

0

Davenport & CO LLC

770K
Shares

$26 Million
0.17% of portfolio
International Assets Investment Management, LLC Orlando, FL

165K
Shares

$5.56 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

126K
Shares

$4.27 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

119K
Shares

$4 Million
0.0% of portfolio
Morgan Stanley New York, NY

88.9K
Shares

$3 Million
0.0% of portfolio

About ALPS ETF TR MEDICAL BREAKTHROU

Ticker SBIO
Sector ETFs
Industry ETFs

More about SBIO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Keystone Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Keystone Financial Group with notifications on news.