Corient Private Wealth LLC
Position in KBE — State Street(R) SPDR(R) S&P(R) Bank ETF
CIK 1948780
MIAMI, FL
All Filings in KBE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 KBE | $407,273 | 5,970 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 KBE | $466,872 | 7,840 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 KBE | $475,809 | 7,840 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 KBE | $500,554 | 8,424 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 KBE | $371,027 | 6,654 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 KBE | $357,797 | 6,756 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 KBE | $467,334 | 8,425 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 KBE | $363,565 | 6,874 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 KBE | $306,823 | 6,614 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 KBE | $311,519 | 6,614 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 KBE | $349,245 | 7,589 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 KBE | $11,055 | 300 | Call | Sole | 2023-11-03 | |
| 2023-09-30 KBE | $251,574 | 6,827 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||