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

Cary Street Partners Investment Advisory LLC

$2.42 Billion
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	SELL	$38.57 - $47.1 $25,070 - $30,615	-650 Reduced 20.0%	2,600 $112,000
Q1 2023 May 12, 2023	BUY	$45.21 - $61.16 $9,042 - $12,232	200 Added 6.56%	3,250 $149,000
Q4 2022 Feb 14, 2023	BUY	$55.2 - $63.48 $168,360 - $193,614	3,050 New	3,050 $173,000

Others Institutions Holding KBWR

# of Institutions

Shares Held

222K

Call Options Held

Put Options Held

Brown Advisory Inc

29.6K
Shares

$1.64 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

29.2K
Shares

$1.62 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

22.7K
Shares

$1.26 Million
0.0% of portfolio
Morgan Stanley New York, NY

16.3K
Shares

$901,087
0.0% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

13.4K
Shares

$744,196
0.0% of portfolio

View Full List

About INVESCO ETF TR II KBW REGIONAL

Ticker KBWR
Sector ETFs
Industry ETFs

More about KBWR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cary Street Partners Investment Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cary Street Partners Investment Advisory LLC with notifications on news.

Account