Navis Wealth Advisors, LLC Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Navis Wealth Advisors, LLC

$89.6 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 18, 2021	SELL	$49.9 - $63.73 $344,310 - $439,737	-6,900 Closed	0 $0
Q4 2020 Mar 04, 2021	BUY	$37.67 - $50.38 $259,923 - $347,622	6,900 New	6,900 $348,000

Others Institutions Holding KBWB

# of Institutions

213

Shares Held

29M

Call Options Held

40.2K

Put Options Held

3.8K

Bank Of America Corp Charlotte, NC

7.68M
Shares

$553 Million
0.04% of portfolio
Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

2.95M
Shares

$212 Million
1.74% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

2.79M
Shares

$201 Million
0.07% of portfolio
Migdal Insurance & Financial Holdings Ltd.

2.67M
Shares

$192 Million
2.5% of portfolio
Wharton Business Group, LLC Malvern, PA

1.8M
Shares

$130 Million
5.31% of portfolio

About INVESCO ETF TR II KBW BANK ETF

Ticker KBWB
Sector ETFs
Industry ETFs

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