Cary Street Partners Investment Advisory LLC Invesco ETF Tr Ii Kbw Property Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$79.66 - $86.33 $2,389 - $2,589	30 Added 43.48%	99 $8,000
Q2 2023 Aug 10, 2023	BUY	$78.84 - $85.48 $5,439 - $5,898	69 New	69 $5,000

Others Institutions Holding KBWP

# of Institutions

Shares Held

3.42M

Call Options Held

Put Options Held

Harel Insurance Investments & Financial Services Ltd.

1.12M
Shares

$139 Million
2.23% of portfolio
Menora Mivtachim Holdings Ltd.

1.08M
Shares

$134 Million
0.79% of portfolio
High Tower Advisors, LLC Chicago, IL

194K
Shares

$24.1 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

136K
Shares

$16.9 Million
0.01% of portfolio
First National Corp

98.1K
Shares

$12.2 Million
2.52% of portfolio

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About INVESCO ETF TR II KBW PROPERTY

Ticker KBWP
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