Caz Investments LP Invesco ETF Tr Ii Kbw Property Transaction History

Caz Investments LP

$55.2 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 12, 2020	SELL	N/A	-3,023 Closed	0 $0
Q1 2020 May 13, 2020	SELL	N/A	-3,023 Reduced 50.0%	3,023 $161,000
Q2 2019 Aug 07, 2019	BUY	N/A	6,046 New	6,046 $422,000

Others Institutions Holding KBWP

# of Institutions

63

Shares Held

1.81M

Call Options Held

1.9K

Put Options Held

200

Harel Insurance Investments & Financial Services Ltd.

1.06M
Shares

$115 Million
2.04% of portfolio
Lpl Financial LLC Fort Mill, SC

163K
Shares

$17.9 Million
0.01% of portfolio
Mutual Advisors, LLC Casper, WY

75.7K
Shares

$8.28 Million
0.24% of portfolio
Kingsview Wealth Management, LLC Grants Pass, OR

61.5K
Shares

$6.73 Million
0.18% of portfolio
Fortis Group Advisors, LLC Westwood, NJ

54.5K
Shares

$5.96 Million
1.11% of portfolio

About INVESCO ETF TR II KBW PROPERTY

Ticker KBWP
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