High Mark Wealth Management LLC Invesco ETF Tr Ii Kbw Bank ETF Transaction History
High Mark Wealth Management LLC
- $182 Million
- Q3 2024
Shares
6 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$551 Million0.04% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa2.53MShares$175 Million0.06% of portfolio
-
Wharton Business Group, LLC Malvern, PA1.99MShares$137 Million5.23% of portfolio
-
Jpmorgan Chase & CO New York, NY1.05MShares$72.8 Million0.01% of portfolio
-
Congress Wealth Management LLC Boston, MA990KShares$68.4 Million0.81% of portfolio