Number of Shares
180,960.00
Current Holdings Value*
$10.29 Mil
% of Portfolio
5.39%
Total Estimate Gain
$716,907.04
% of Total Estimate Gain
3.27%

Chicago Wealth Management, Inc.'s SPDR S&P Regional Banking ETF Holding Summary

As of 2025-03-31, Chicago Wealth Management, Inc. held 180,960.00 shares of SPDR S&P Regional Banking ETF(KRE), totaling $10.29 Mil. This investment constitutes 5.39% of their stock portfolio, and Chicago Wealth Management, Inc. now holds 0.3% of the outstanding SPDR S&P Regional Banking ETF(KRE) stock.

The initial trade took place in 2022Q3. And since then Chicago Wealth Management, Inc. has made 5 purchases of KRE, at an average price of $55.18, for a total of 396,885.00 shares. In addition, there have been 4 sales at an average price of $53.37 for 215,925.00 shares. Based on historical transaction data and KRE's current price of $61.29, Chicago Wealth Management, Inc.'s estimated gain on his KRE holdings is $716,907.04, reflecting a 3.27% gain to date.

Chicago Wealth Management, Inc. KRE ($61.29) Holding Chart

Chicago Wealth Management, Inc. KRE ($61.29) 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 %

Top Ranked Articles

  • 1