Capital Asset Advisory Services LLC Invesco ETF Tr Ii Kbw Property Transaction History

Capital Asset Advisory Services LLC

$2.01 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 18, 2020	SELL	$45.28 - $75.86 $4,890 - $8,192	-108 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$69.0 - $73.09 $7,452 - $7,893	108 New	108 $8,000

Others Institutions Holding KBWP

# of Institutions

74

Shares Held

3.51M

Call Options Held

0

Put Options Held

0

Harel Insurance Investments & Financial Services Ltd.

1.12M
Shares

$129 Million
2.12% of portfolio
Menora Mivtachim Holdings Ltd.

1.08M
Shares

$124 Million
0.79% of portfolio
High Tower Advisors, LLC Chicago, IL

194K
Shares

$22.4 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

136K
Shares

$15.8 Million
0.01% of portfolio
Kingsview Wealth Management, LLC Grants Pass, OR

97.1K
Shares

$11.2 Million
0.24% of portfolio

About INVESCO ETF TR II KBW PROPERTY

Ticker KBWP
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