Congress Wealth Management LLC Invesco ETF Tr Ii Kbw Bank ETF Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Invesco ETF Tr Ii Kbw Bank ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 989,613 shares of KBWB stock, worth $69.7 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
989,613
Previous 709,149
39.55%
Holding current value
$69.7 Million
Previous $37.9 Million
52.88%
% of portfolio
0.81%
Previous 0.62%
Shares
3 transactions
Others Institutions Holding KBWB
# of Institutions
173Shares Held
20.3MCall Options Held
30.7KPut Options Held
2.8K-
Bank Of America Corp Charlotte, NC7.98MShares$562 Million0.04% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa2.53MShares$178 Million0.06% of portfolio
-
Wharton Business Group, LLC Malvern, PA1.99MShares$140 Million5.23% of portfolio
-
Jpmorgan Chase & CO New York, NY1.05MShares$74.2 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY523KShares$36.8 Million0.01% of portfolio