Captrust Financial Advisors Invesco ETF Tr Ii Kbw Property Transaction History

Captrust Financial Advisors

$30.9 Billion
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 13, 2019	SELL	N/A	-235 Closed	0 $0
Q3 2018 Nov 15, 2018	BUY	N/A	195 Added 487.5%	235 $15,000
Q2 2018 Aug 13, 2018	BUY	N/A	40 New	40 $2,000

Others Institutions Holding KBWP

# of Institutions

64

Shares Held

1.81M

Call Options Held

0

Put Options Held

0

Harel Insurance Investments & Financial Services Ltd.

1.06M
Shares

$120 Million
2.04% of portfolio
Lpl Financial LLC Fort Mill, SC

155K
Shares

$17.7 Million
0.01% of portfolio
Mutual Advisors, LLC Casper, WY

75.7K
Shares

$8.61 Million
0.24% of portfolio
Kingsview Wealth Management, LLC Grants Pass, OR

57.8K
Shares

$6.57 Million
0.15% of portfolio
Fortis Group Advisors, LLC Westwood, NJ

54.5K
Shares

$6.2 Million
1.11% of portfolio

About INVESCO ETF TR II KBW PROPERTY

Ticker KBWP
Sector ETFs
Industry ETFs

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