Congress Wealth Management LLC Invesco ETF Tr Ii Kbw Bank ETF Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
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 692,760 shares of KBWB stock, worth $50.3 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
692,760
Previous 955,843
27.52%
Holding current value
$50.3 Million
Previous $60 Million
17.31%
% of portfolio
0.51%
Previous 0.76%
Shares
6 transactions
Others Institutions Holding KBWB
# of Institutions
253Shares Held
49.8MCall Options Held
1.33MPut Options Held
145K-
Bank Of America Corp Charlotte, NC12.8MShares$932 Million0.07% of portfolio
-
Migdal Insurance & Financial Holdings Ltd.5.6MShares$406 Million4.76% of portfolio
-
Clal Insurance Enterprises Holdings LTD Tel Aviv, L33.55MShares$257 Million2.3% of portfolio
-
Menora Mivtachim Holdings Ltd.3.09MShares$224 Million1.29% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa2.99MShares$217 Million0.09% of portfolio