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

Plancorp, LLC

$2.3 Billion
Q2 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

164

Shares Held

19.9M

Call Options Held

37.6K

Put Options Held

4.6K

Bank Of America Corp Charlotte, NC

6.59M
Shares

$381 Million
0.03% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

2.27M
Shares

$131 Million
0.05% of portfolio
Jpmorgan Chase & CO New York, NY

1.88M
Shares

$109 Million
0.01% of portfolio
Wharton Business Group, LLC Malvern, PA

1.56M
Shares

$90.2 Million
4.31% of portfolio
Goldman Sachs Group Inc New York, NY

775K
Shares

$44.8 Million
0.01% of portfolio

About INVESCO ETF TR II KBW BANK ETF

Ticker KBWB
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