Gradient Investments LLC Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 18, 2024	BUY	$36.74 - $49.8 $367 - $498	10 Added 333.33%	13 $0
Q4 2022 Jan 10, 2023	BUY	$48.57 - $56.54 $145 - $169	3 New	3 $0

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
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