Bergan Kdv Wealth Management, LLC Invesco ETF Tr Ii Kbw Property Put Options Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding KBWP

# of Institutions

71

Shares Held

3.43M

Call Options Held

0

Put Options Held

0

Harel Insurance Investments & Financial Services Ltd.

1.12M
Shares

$135 Million
2.23% of portfolio
Menora Mivtachim Holdings Ltd.

1.08M
Shares

$130 Million
0.79% of portfolio
High Tower Advisors, LLC Chicago, IL

194K
Shares

$23.5 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

136K
Shares

$16.5 Million
0.01% of portfolio
First National Corp

98.1K
Shares

$11.9 Million
2.52% of portfolio

About INVESCO ETF TR II KBW PROPERTY

Ticker KBWP
Sector ETFs
Industry ETFs

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