Kiwi Wealth Investments Limited Partnership Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Kiwi Wealth Investments Limited Partnership

$126 Million
Q4 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 17, 2021	SELL	$61.25 - $69.62 $733,652 - $833,908	-11,978 Closed	0 $0
Q1 2021 May 18, 2021	BUY	$49.9 - $63.73 $597,702 - $763,357	11,978 New	11,978 $741,000

Others Institutions Holding KBWB

# of Institutions

173

Shares Held

20.3M

Call Options Held

30.7K

Put Options Held

2.8K

Bank Of America Corp Charlotte, NC

7.98M
Shares

$523 Million
0.04% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

2.53M
Shares

$166 Million
0.06% of portfolio
Wharton Business Group, LLC Malvern, PA

1.99M
Shares

$130 Million
5.23% of portfolio
Jpmorgan Chase & CO New York, NY

1.05M
Shares

$69 Million
0.01% of portfolio
Congress Wealth Management LLC Boston, MA

990K
Shares

$64.8 Million
0.81% of portfolio

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About INVESCO ETF TR II KBW BANK ETF

Ticker KBWB
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