SCHOLTZ & COMPANY, LLC KRE Holdings History
Number of Shares
79,954.00
Current Holdings Value*
$4.55 Mil
% of Portfolio
2.25%
Total Estimate Gain
$98,703.82
% of Total Estimate Gain
1.99%
SCHOLTZ & COMPANY, LLC's SPDR S&P Regional Banking ETF Holding Summary
As of 2025-03-31, SCHOLTZ & COMPANY, LLC held 79,954.00 shares of SPDR S&P Regional Banking ETF(KRE), totaling $4.55 Mil. This investment constitutes 2.25% of their stock portfolio, and SCHOLTZ & COMPANY, LLC now holds 0.13% of the outstanding SPDR S&P Regional Banking ETF(KRE) stock.
The initial trade took place in 2024Q4. And since then SCHOLTZ & COMPANY, LLC has made 2 purchases of KRE, at an average price of $62.13, for a total of 79,954.00 shares. Based on historical transaction data and KRE's current price of $63.36, SCHOLTZ & COMPANY, LLC's estimated gain on his KRE holdings is $98,703.82, reflecting a 1.99% gain to date.
SCHOLTZ & COMPANY, LLC KRE ($63.36) Holding Chart
SCHOLTZ & COMPANY, LLC KRE ($63.36) 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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