Gratus Wealth Advisors, LLC Invesco ETF Tr Ii Kbw Bank ETF Transaction History
Gratus Wealth Advisors, LLC
- $612 Billion
- Q3 2024
A detailed history of Gratus Wealth Advisors, LLC transactions in Invesco ETF Tr Ii Kbw Bank ETF stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 5,377 shares of KBWB stock, worth $378,540. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,377
Previous 8,192
34.36%
Holding current value
$378,540
Previous $472 Million
33.09%
% of portfolio
0.05%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding KBWB
# of Institutions
172Shares Held
20.3MCall Options Held
30.7KPut Options Held
2.8K-
Bank Of America Corp Charlotte, NC7.98MShares$562 Million0.04% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa2.53MShares$178 Million0.06% of portfolio
-
Wharton Business Group, LLC Malvern, PA1.99MShares$140 Million5.23% of portfolio
-
Jpmorgan Chase & CO New York, NY1.05MShares$74.2 Million0.01% of portfolio
-
Congress Wealth Management LLC Boston, MA990KShares$69.7 Million0.81% of portfolio