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 $67.8 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
989,613
Previous 709,149 39.55%
Holding current value
$67.8 Million
Previous $37.9 Million 52.88%
% of portfolio
0.81%
Previous 0.62%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$53.15 - $59.61 $14.9 Million - $16.7 Million
280,464 Added 39.55%
989,613 $58 Million
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
172
Shares Held
20.3M
Call Options Held
30.7K
Put Options Held
2.8K
View Full List

About INVESCO ETF TR II KBW BANK ETF

KBWB Quotes by TradingView
  • Ticker KBWB
  • Sector ETFs
  • Industry ETFs
More about KBWB
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email