Mark Sheptoff Financial Planning, LLC Invesco ETF Tr Ii Kbw Bank ETF Transaction History
Mark Sheptoff Financial Planning, LLC
- $186 Million
- Q3 2024
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$546 Million0.04% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa2.53MShares$173 Million0.06% of portfolio
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Wharton Business Group, LLC Malvern, PA1.99MShares$136 Million5.23% of portfolio
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Jpmorgan Chase & CO New York, NY1.05MShares$72.2 Million0.01% of portfolio
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Congress Wealth Management LLC Boston, MA990KShares$67.8 Million0.81% of portfolio