Congress Wealth Management LLC Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Congress Wealth Management LLC

  • $6.12 Billion
  • Q2 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 709,149 shares of KBWB stock, worth $41.3 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
709,149
Previous 214,351 230.84%
Holding current value
$41.3 Million
Previous $11.5 Million 229.85%
% of portfolio
0.62%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$49.58 - $55.33 $24.5 Million - $27.4 Million
494,798 Added 230.84%
709,149 $37.9 Million
Q1 2024

Apr 18, 2024
BUY
$47.05 - $53.66 $10.1 Million - $11.5 Million
214,351 New
214,351 $11.5 Million

Others Institutions Holding KBWB

# of Institutions
164
Shares Held
19.9M
Call Options Held
37.6K
Put Options Held
4.6K
View Full List

About INVESCO ETF TR II KBW BANK ETF

KBWB Quotes by TradingView
  • Ticker KBWB
  • Sector ETFs
  • Industry ETFs
More about KBWB
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