Kcs Wealth Advisory Invesco ETF Tr Ii S&P Global W Transaction History
Kcs Wealth Advisory
- $224 Million
- Q3 2023
Shares
2 transactions
Others Institutions Holding CGW
# of Institutions
227Shares Held
6.59MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY857KShares$54.9 Million0.0% of portfolio
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Ubs Group Ag516KShares$33 Million0.01% of portfolio
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Conservest Capital Advisors, Inc.504KShares$32.3 Million3.14% of portfolio
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Bank Of America Corp Charlotte, NC423KShares$27.1 Million0.0% of portfolio
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Weatherly Asset Management L. P.412KShares$26.3 Million2.22% of portfolio