Loring Wolcott & Coolidge Fiduciary Advisors LLP Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.9 Billion
Q4 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2019 Aug 09, 2019	SELL	$47.44 - $52.93 $35,580 - $39,697	-750 Closed	0 $0
Q1 2019 Apr 08, 2019	SELL	$44.38 - $52.13 $1,597 - $1,876	-36 Reduced 4.58%	750 $36,000
Q4 2018 Feb 13, 2019	BUY	$41.5 - $55.36 $1,494 - $1,992	36 Added 4.8%	786 $35,000
Q2 2018 Aug 07, 2018	BUY	$53.32 - $57.35 $39,990 - $43,012	750 New	750 $40,000

Others Institutions Holding KBWB

# of Institutions

214

Shares Held

29M

Call Options Held

40.2K

Put Options Held

3.8K

Bank Of America Corp Charlotte, NC

7.68M
Shares

$548 Million
0.04% of portfolio
Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

2.95M
Shares

$211 Million
1.74% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

2.79M
Shares

$199 Million
0.07% of portfolio
Migdal Insurance & Financial Holdings Ltd.

2.67M
Shares

$191 Million
2.5% of portfolio
Wharton Business Group, LLC Malvern, PA

1.8M
Shares

$129 Million
5.31% of portfolio

View Full List

About INVESCO ETF TR II KBW BANK ETF

Ticker KBWB
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