MONTAG A & ASSOCIATES INC
Position in KIE — State Street(R) SPDR(R) S&P(R) Insurance ETF
CIK 829407
ATLANTA, GA
All Filings in KIE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 KIE | $18,877 | 316 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 KIE | $19,127 | 316 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 KIE | $17,860 | 316 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 KIE | $17,933 | 316 | Shares | Sole | 2024-11-05 | |
| 2021-09-30 KIE | $94,450 | 2,500 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 KIE | $96,350 | 2,500 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 KIE | $91,625 | 2,500 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 KIE | $83,950 | 2,500 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||