Concord Wealth Partners Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	SELL	$51.43 - $62.92 $10,286 - $12,584	-200 Closed	0 $0
Q1 2022 Apr 20, 2022	BUY	$61.64 - $75.75 $12,328 - $15,150	200 New	200 $13,000

Others Institutions Holding KBWB

# of Institutions

172

Shares Held

20.3M

Call Options Held

30.7K

Put Options Held

2.8K

Bank Of America Corp Charlotte, NC

7.98M
Shares

$562 Million
0.04% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

2.53M
Shares

$178 Million
0.06% of portfolio
Wharton Business Group, LLC Malvern, PA

1.99M
Shares

$140 Million
5.23% of portfolio
Jpmorgan Chase & CO New York, NY

1.05M
Shares

$74.2 Million
0.01% of portfolio
Congress Wealth Management LLC Boston, MA

990K
Shares

$69.7 Million
0.81% of portfolio

About INVESCO ETF TR II KBW BANK ETF

Ticker KBWB
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