Cypress Wealth Services, LLC Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Cypress Wealth Services, LLC

$468 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 13, 2021	SELL	$60.11 - $68.77 $236,232 - $270,266	-3,930 Closed	0 $0
Q2 2021 Jul 14, 2021	BUY	$61.25 - $69.62 $240,712 - $273,606	3,930 New	3,930 $253,000

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

$562 Million
0.04% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

2.53M
Shares

$178 Million
0.06% of portfolio
Wharton Business Group, LLC Malvern, PA

1.99M
Shares

$140 Million
5.23% of portfolio
Jpmorgan Chase & CO New York, NY

1.05M
Shares

$74.2 Million
0.01% of portfolio
Congress Wealth Management LLC Boston, MA

990K
Shares

$69.7 Million
0.81% of portfolio

About INVESCO ETF TR II KBW BANK ETF

Ticker KBWB
Sector ETFs
Industry ETFs

More about KBWB

Track This Portfolio

Portfolio Update

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

News

Stay updated on Cypress Wealth Services, LLC with notifications on news.