Coastal Investment Advisors, Inc. Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Coastal Investment Advisors, Inc.

$211 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 19, 2024	BUY	$47.05 - $53.66 $14,115 - $16,097	300 New	300 $16,000
Q2 2023 Aug 09, 2023	BUY	$37.0 - $43.94 $7,400 - $8,788	200 New	200 $8,000

Others Institutions Holding KBWB

# of Institutions

173

Shares Held

20.3M

Call Options Held

30.7K

Put Options Held

2.8K

Bank Of America Corp Charlotte, NC

7.98M
Shares

$565 Million
0.04% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

2.53M
Shares

$179 Million
0.06% of portfolio
Wharton Business Group, LLC Malvern, PA

1.99M
Shares

$141 Million
5.23% of portfolio
Jpmorgan Chase & CO New York, NY

1.05M
Shares

$74.6 Million
0.01% of portfolio
Congress Wealth Management LLC Boston, MA

990K
Shares

$70.1 Million
0.81% of portfolio

About INVESCO ETF TR II KBW BANK ETF

Ticker KBWB
Sector ETFs
Industry ETFs

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