Beacon Financial Advisory LLC Invesco ETF Tr Ii Kbw Bank ETF Transaction History
Beacon Financial Advisory LLC
- $280 Million
- Q4 2024
A detailed history of Beacon Financial Advisory LLC transactions in Invesco ETF Tr Ii Kbw Bank ETF stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 14,388 shares of KBWB stock, worth $1.03 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
14,388
Previous 14,394
0.04%
Holding current value
$1.03 Million
Previous $843,000
11.51%
% of portfolio
0.34%
Previous 0.31%
Shares
8 transactions
Others Institutions Holding KBWB
# of Institutions
203Shares Held
27MCall Options Held
30.7KPut Options Held
2.8K-
Bank Of America Corp Charlotte, NC7.98MShares$572 Million0.04% of portfolio
-
Clal Insurance Enterprises Holdings LTD Tel Aviv, L32.95MShares$212 Million1.74% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa2.79MShares$200 Million0.07% of portfolio
-
Migdal Insurance & Financial Holdings Ltd.2.67MShares$191 Million2.5% of portfolio
-
Wharton Business Group, LLC Malvern, PA1.8MShares$129 Million5.31% of portfolio