Paradigm, Strategies In Wealth Management, LLC Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Paradigm, Strategies In Wealth Management, LLC

$153 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 15, 2021	SELL	$60.11 - $68.77 $9,497 - $10,865	-158 Closed	0 $0
Q2 2021 Jul 30, 2021	BUY	$61.25 - $69.62 $9,677 - $10,999	158 New	158 $10,000

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

$525 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

$131 Million
5.23% of portfolio
Jpmorgan Chase & CO New York, NY

1.05M
Shares

$69.3 Million
0.01% of portfolio
Congress Wealth Management LLC Boston, MA

990K
Shares

$65.1 Million
0.81% of portfolio

View Full List

About INVESCO ETF TR II KBW BANK ETF

Ticker KBWB
Sector ETFs
Industry ETFs

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