Mark Sheptoff Financial Planning, LLC Invesco ETF Tr Ii Kbw Bank ETF Transaction History
Mark Sheptoff Financial Planning, LLC
- $186 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding KBWB
# of Institutions
188Shares Held
21MCall Options Held
30.7KPut Options Held
2.8K-
Bank Of America Corp Charlotte, NC7.98MShares$563 Million0.04% of portfolio
-
Migdal Insurance & Financial Holdings Ltd.2.67MShares$189 Million2.5% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa2.53MShares$179 Million0.06% of portfolio
-
Wharton Business Group, LLC Malvern, PA1.99MShares$140 Million5.23% of portfolio
-
Jpmorgan Chase & CO New York, NY1.05MShares$74.4 Million0.01% of portfolio