ALTFEST L J & CO INC KBE Holdings History

Number of Shares
16,478.00
Current Holdings Value*
$872,660.00
% of Portfolio
0.11%
Total Estimate Gain
$3.41 Mil
% of Total Estimate Gain
23.76%

ALTFEST L J & CO INC's SPDR S&P Bank ETF Holding Summary

As of 2025-03-31, ALTFEST L J & CO INC held 16,478.00 shares of SPDR S&P Bank ETF(KBE), totaling $872,660.00. This investment constitutes 0.11% of their stock portfolio, and ALTFEST L J & CO INC now holds 0.06% of the outstanding SPDR S&P Bank ETF(KBE) stock.

The initial trade took place in 2018Q2. And since then ALTFEST L J & CO INC has made 2 purchases of KBE, at an average price of $43.77, for a total of 327,689.00 shares. In addition, there have been 7 sales at an average price of $54.08 for 311,211.00 shares. Based on historical transaction data and KBE's current price of $55.74, ALTFEST L J & CO INC's estimated gain on his KBE holdings is $3.41 Mil, reflecting a 23.76% gain to date.

ALTFEST L J & CO INC KBE ($55.74) Holding Chart

ALTFEST L J & CO INC KBE ($55.74) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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