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

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding KBWB

# of Institutions

172

Shares Held

20.3M

Call Options Held

30.7K

Put Options Held

2.8K

Bank Of America Corp Charlotte, NC

7.98M
Shares

$546 Million
0.04% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

2.53M
Shares

$173 Million
0.06% of portfolio
Wharton Business Group, LLC Malvern, PA

1.99M
Shares

$136 Million
5.23% of portfolio
Jpmorgan Chase & CO New York, NY

1.05M
Shares

$72.2 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

523K
Shares

$35.8 Million
0.01% of portfolio

About INVESCO ETF TR II KBW BANK ETF

Ticker KBWB
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