Smi Advisory Services, LLC Invesco ETF Tr Ii Kbw Property Transaction History

Smi Advisory Services, LLC

$385 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	BUY	$79.66 - $86.33 $3.46 Million - $3.75 Million	43,434 New	43,434 $3.65 Million

Others Institutions Holding KBWP

# of Institutions

70

Shares Held

3.42M

Call Options Held

0

Put Options Held

0

Harel Insurance Investments & Financial Services Ltd.

1.12M
Shares

$139 Million
2.23% of portfolio
Menora Mivtachim Holdings Ltd.

1.08M
Shares

$134 Million
0.79% of portfolio
High Tower Advisors, LLC Chicago, IL

194K
Shares

$24.1 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

136K
Shares

$16.9 Million
0.01% of portfolio
First National Corp

98.1K
Shares

$12.2 Million
2.52% of portfolio

About INVESCO ETF TR II KBW PROPERTY

Ticker KBWP
Sector ETFs
Industry ETFs

More about KBWP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Smi Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smi Advisory Services, LLC with notifications on news.