Orca Investment Management, LLC Invesco ETF Tr Ii Kbw Property Transaction History

Orca Investment Management, LLC

$103 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 28, 2021	SELL	N/A	-37,711 Closed	0 $0
Q4 2020 Jan 29, 2021	BUY	N/A	37,711 New	37,711 $2.58 Million

Others Institutions Holding KBWP

# of Institutions

66

Shares Held

1.87M

Call Options Held

1.9K

Put Options Held

200

Harel Insurance Investments & Financial Services Ltd.

1.06M
Shares

$107 Million
2.2% of portfolio
Lpl Financial LLC Fort Mill, SC

163K
Shares

$16.6 Million
0.01% of portfolio
Fortis Group Advisors, LLC Westwood, NJ

76.8K
Shares

$7.81 Million
1.52% of portfolio
Mutual Advisors, LLC Casper, WY

76.7K
Shares

$7.8 Million
0.27% of portfolio
Kingsview Wealth Management, LLC Grants Pass, OR

61.5K
Shares

$6.26 Million
0.18% of portfolio

About INVESCO ETF TR II KBW PROPERTY

Ticker KBWP
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