Plancorp, LLC Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Plancorp, LLC

$2.44 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 15, 2021	BUY	$60.11 - $68.77 $125,389 - $143,454	2,086 Added 28.33%	9,448 $634,000
Q1 2021 May 14, 2021	BUY	$49.9 - $63.73 $367,363 - $469,180	7,362 New	7,362 $456,000

Others Institutions Holding KBWB

# of Institutions

172

Shares Held

20.3M

Call Options Held

30.7K

Put Options Held

2.8K

Bank Of America Corp Charlotte, NC

7.98M
Shares

$546 Million
0.04% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

2.53M
Shares

$173 Million
0.06% of portfolio
Wharton Business Group, LLC Malvern, PA

1.99M
Shares

$136 Million
5.23% of portfolio
Jpmorgan Chase & CO New York, NY

1.05M
Shares

$72.2 Million
0.01% of portfolio
Congress Wealth Management LLC Boston, MA

990K
Shares

$67.8 Million
0.81% of portfolio

About INVESCO ETF TR II KBW BANK ETF

Ticker KBWB
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