Optimum Investment Advisors Invesco ETF Tr Ii Kbw Property Transaction History

Optimum Investment Advisors

$227 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 22, 2020	SELL	$69.0 - $73.09 $27,600 - $29,236	-400 Closed	0 $0
Q2 2018 Oct 05, 2018	BUY	N/A	400 New	400 $24,000

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

$130 Million
2.23% of portfolio
Menora Mivtachim Holdings Ltd.

1.08M
Shares

$125 Million
0.79% of portfolio
High Tower Advisors, LLC Chicago, IL

194K
Shares

$22.5 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

136K
Shares

$15.8 Million
0.01% of portfolio
First National Corp

98.1K
Shares

$11.4 Million
2.52% of portfolio

About INVESCO ETF TR II KBW PROPERTY

Ticker KBWP
Sector ETFs
Industry ETFs

More about KBWP

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