CASTLEKEEP INVESTMENT ADVISORS LLC KBE Holdings History
CASTLEKEEP INVESTMENT ADVISORS LLC's SPDR S&P Bank ETF Holding Summary
As of 2025-03-31, CASTLEKEEP INVESTMENT ADVISORS LLC held 180,611.00 shares of SPDR S&P Bank ETF(KBE), totaling $9.57 Mil. This investment constitutes 4.91% of their stock portfolio, and CASTLEKEEP INVESTMENT ADVISORS LLC now holds 0.67% of the outstanding SPDR S&P Bank ETF(KBE) stock.
The initial trade took place in 2023Q4. And since then CASTLEKEEP INVESTMENT ADVISORS LLC has made 2 purchases of KBE, at an average price of $46.96, for a total of 211,359.00 shares. In addition, there have been 3 sales at an average price of $49.60 for 30,748.00 shares. Based on historical transaction data and KBE's current price of $58.38, CASTLEKEEP INVESTMENT ADVISORS LLC's estimated gain on his KBE holdings is $2.14 Mil, reflecting a 21.59% gain to date.
CASTLEKEEP INVESTMENT ADVISORS LLC KBE ($58.38) Holding Chart
CASTLEKEEP INVESTMENT ADVISORS LLC KBE ($58.38) 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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