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

Congress Wealth Management LLC

$6.94 Billion
Q4 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 976,015 shares of KBWB stock, worth $67.3 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

976,015

Previous 989,613 1.37%

Holding current value

$67.3 Million

Previous $58 Million 9.97%

% of portfolio

0.92%

Previous 0.81%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$57.27 - $71.33 $778,757 - $969,945	-13,598 Reduced 1.37%	976,015 $63.8 Million
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

213

Shares Held

29M

Call Options Held

40.2K

Put Options Held

3.8K

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About INVESCO ETF TR II KBW BANK ETF

Ticker KBWB
Sector ETFs
Industry ETFs

More about KBWB

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