Loring Wolcott & Coolidge Fiduciary Advisors LLP Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2019 Aug 09, 2019	SELL	$47.44 - $52.93 $35,580 - $39,697	-750 Closed	0 $0
Q1 2019 Apr 08, 2019	SELL	$44.38 - $52.13 $1,597 - $1,876	-36 Reduced 4.58%	750 $36,000
Q4 2018 Feb 13, 2019	BUY	$41.5 - $55.36 $1,494 - $1,992	36 Added 4.8%	786 $35,000
Q2 2018 Aug 07, 2018	BUY	$53.32 - $57.35 $39,990 - $43,012	750 New	750 $40,000

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

$521 Million
0.04% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

2.53M
Shares

$165 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

$68.8 Million
0.01% of portfolio
Congress Wealth Management LLC Boston, MA

990K
Shares

$64.6 Million
0.81% of portfolio

View Full List

About INVESCO ETF TR II KBW BANK ETF

Ticker KBWB
Sector ETFs
Industry ETFs

More about KBWB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Loring Wolcott & Coolidge Fiduciary Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Loring Wolcott & Coolidge Fiduciary Advisors LLP with notifications on news.

Account