Geneos Wealth Management Inc. Invesco ETF Tr Ii Kbw Property Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 26, 2024	BUY	$82.88 - $92.47 $66,138 - $73,791	798 New	798 $72,000

Others Institutions Holding KBWP

# of Institutions

70

Shares Held

3.42M

Call Options Held

0

Put Options Held

0

Harel Insurance Investments & Financial Services Ltd.

1.12M
Shares

$139 Million
2.23% of portfolio
Menora Mivtachim Holdings Ltd.

1.08M
Shares

$134 Million
0.79% of portfolio
High Tower Advisors, LLC Chicago, IL

194K
Shares

$24.1 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

136K
Shares

$16.9 Million
0.01% of portfolio
First National Corp

98.1K
Shares

$12.2 Million
2.52% of portfolio

About INVESCO ETF TR II KBW PROPERTY

Ticker KBWP
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