Total Wealth Planning & Management, Inc. Spdr S&P Bank ETF Transaction History
Total Wealth Planning & Management, Inc.
- $110 Billion
- Q4 2024
A detailed history of Total Wealth Planning & Management, Inc. transactions in Spdr S&P Bank ETF stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 8,055 shares of KBE stock, worth $461,793. This represents 0.41% of its overall portfolio holdings.
Number of Shares
8,055Holding current value
$461,793% of portfolio
0.41%Shares
1 transactions
Others Institutions Holding KBE
# of Institutions
302Shares Held
24.4MCall Options Held
705KPut Options Held
6.21M-
Castlekeep Investment Advisors LLC Westport, CT5.04MShares$289 Million0.7% of portfolio
-
Goldman Sachs Group Inc New York, NY3.44MShares$197 Million0.03% of portfolio
-
Jpmorgan Chase & CO New York, NY2.31MShares$133 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.28MShares$73.4 Million0.01% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.1.17MShares$67.1 Million1.06% of portfolio