Vanguard Capital Wealth Advisors Invesco ETF Tr Ii Kbw Property Transaction History

Vanguard Capital Wealth Advisors

$146 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 18, 2019	SELL	$72.05 - $74.04 $209,593 - $215,382	-2,909 Closed	0 $0
Q2 2019 Aug 05, 2019	BUY	N/A	2,909 New	2,909 $203,000

Others Institutions Holding KBWP

# of Institutions

64

Shares Held

1.81M

Call Options Held

0

Put Options Held

0

Harel Insurance Investments & Financial Services Ltd.

1.06M
Shares

$120 Million
2.04% of portfolio
Lpl Financial LLC Fort Mill, SC

155K
Shares

$17.7 Million
0.01% of portfolio
Mutual Advisors, LLC Casper, WY

75.7K
Shares

$8.61 Million
0.24% of portfolio
Kingsview Wealth Management, LLC Grants Pass, OR

57.8K
Shares

$6.57 Million
0.15% of portfolio
Fortis Group Advisors, LLC Westwood, NJ

54.5K
Shares

$6.2 Million
1.11% of portfolio

About INVESCO ETF TR II KBW PROPERTY

Ticker KBWP
Sector ETFs
Industry ETFs

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