Patriot Financial Group Insurance Agency, LLC Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 11, 2022	SELL	$61.64 - $75.75 $1,541 - $1,893	-25 Closed	0 $0
Q3 2021 Nov 24, 2021	BUY	$60.11 - $68.77 $1,142 - $1,306	19 Added 316.67%	25 $2,000
Q2 2021 Jul 30, 2021	BUY	$61.25 - $69.62 $367 - $417	6 New	6 $0

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

More about KBWB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Account