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

173

Shares Held

19.3M

Call Options Held

37.6K

Put Options Held

4.6K

Bank Of America Corp Charlotte, NC

6.59M
Shares

$454 Million
0.03% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

2.53M
Shares

$174 Million
0.06% of portfolio
Wharton Business Group, LLC Malvern, PA

1.99M
Shares

$137 Million
5.23% of portfolio
Jpmorgan Chase & CO New York, NY

1.05M
Shares

$72.6 Million
0.01% of portfolio
Congress Wealth Management LLC Boston, MA

990K
Shares

$68.2 Million
0.81% of portfolio

About INVESCO ETF TR II KBW BANK ETF

Ticker KBWB
Sector ETFs
Industry ETFs

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