Beacon Financial Advisory LLC Invesco ETF Tr Ii Kbw Bank ETF Transaction History
Beacon Financial Advisory LLC
- $249 Million
- Q2 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 $832,921. This represents 0.31% of its overall portfolio holdings.
Number of Shares
14,388
Previous 11,182
28.67%
Holding current value
$832,921
Previous $600,000
28.17%
% of portfolio
0.31%
Previous 0.31%
Shares
6 transactions
Others Institutions Holding KBWB
# of Institutions
164Shares Held
19.9MCall Options Held
37.6KPut Options Held
4.6K-
Bank Of America Corp Charlotte, NC6.59MShares$381 Million0.03% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa2.27MShares$131 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY1.88MShares$109 Million0.01% of portfolio
-
Wharton Business Group, LLC Malvern, PA1.56MShares$90.3 Million4.31% of portfolio
-
Goldman Sachs Group Inc New York, NY775KShares$44.9 Million0.01% of portfolio