Lji Wealth Management, LLC Spdr S&P Regional Banking ETF Transaction History

Lji Wealth Management, LLC

$508 Billion
Q4 2024

A detailed history of Lji Wealth Management, LLC transactions in Spdr S&P Regional Banking ETF stock. As of the latest transaction made, Lji Wealth Management, LLC holds 14,298 shares of KRE stock, worth $909,495. This represents 0.17% of its overall portfolio holdings.

Number of Shares

14,298

Previous 16,717 14.47%

Holding current value

$909,495

Previous $946 Million 8.8%

% of portfolio

0.17%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$54.6 - $68.9 $132,077 - $166,669	-2,419 Reduced 14.47%	14,298 $863 Million
Q3 2024 Nov 06, 2024	SELL	$47.94 - $59.23 $28,764 - $35,538	-600 Reduced 3.46%	16,717 $946 Million
Q2 2024 Aug 12, 2024	BUY	$45.75 - $51.19 $792,252 - $886,457	17,317 New	17,317 $850 Million
Q4 2023 Feb 13, 2024	SELL	$38.57 - $53.82 $25,263 - $35,252	-655 Reduced 3.27%	19,392 $1.02 Billion
Q3 2023 Feb 02, 2024	BUY	$40.59 - $49.04 $48,870 - $59,044	1,204 Added 6.39%	20,047 $837 Million
Q2 2023 Feb 02, 2024	BUY	$36.08 - $44.59 $10,427 - $12,886	289 Added 1.56%	18,843 $769 Million
Q1 2023 Feb 02, 2024	BUY	$42.24 - $64.79 $80,382 - $123,295	1,903 Added 11.43%	18,554 $814 Million
Q4 2022 Jan 02, 2024	BUY	$56.83 - $65.49 $946,276 - $1.09 Million	16,651 New	16,651 $978 Million

Others Institutions Holding KRE

# of Institutions

622

Shares Held

72.9M

Call Options Held

39.3M

Put Options Held

82.6M

View Full List

About SPDR S&P REGIONAL BANKING ETF

Ticker KRE
Sector ETFs
Industry ETFs

More about KRE

Track This Portfolio

Portfolio Update

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

News

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

Account

Lji Wealth Management, LLC Spdr S&P Regional Banking ETF Transaction History