Number of Shares
52,573.00
Current Holdings Value*
$2.67 Mil
% of Portfolio
2.93%
Total Estimate Gain
$1.10 Mil
% of Total Estimate Gain
25.03%

Bright Futures Wealth Management, LLC.'s SPDR S&P Regional Banking ETF Holding Summary

As of 2025-03-31, Bright Futures Wealth Management, LLC. held 52,573.00 shares of SPDR S&P Regional Banking ETF(KRE), totaling $2.67 Mil. This investment constitutes 2.93% of their stock portfolio, and Bright Futures Wealth Management, LLC. now holds 0.09% of the outstanding SPDR S&P Regional Banking ETF(KRE) stock.

The initial trade took place in 2024Q1. And since then Bright Futures Wealth Management, LLC. has made 1 purchases of KRE, at an average price of $49.30, for a total of 89,411.00 shares. In addition, there have been 3 sales at an average price of $59.30 for 36,838.00 shares. Based on historical transaction data and KRE's current price of $63.27, Bright Futures Wealth Management, LLC.'s estimated gain on his KRE holdings is $1.10 Mil, reflecting a 25.03% gain to date.

Bright Futures Wealth Management, LLC. KRE ($63.27) Holding Chart

Bright Futures Wealth Management, LLC. KRE ($63.27) 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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