Sheets Smith Wealth Management Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Sheets Smith Wealth Management

$802 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 23, 2023	BUY	$39.52 - $45.81 $1,817 - $2,107	46 New	46 $1,000

Others Institutions Holding KBWB

# of Institutions

213

Shares Held

29M

Call Options Held

40.2K

Put Options Held

3.8K

Bank Of America Corp Charlotte, NC

7.68M
Shares

$554 Million
0.04% of portfolio
Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

2.95M
Shares

$213 Million
1.74% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

2.79M
Shares

$202 Million
0.07% of portfolio
Migdal Insurance & Financial Holdings Ltd.

2.67M
Shares

$193 Million
2.5% of portfolio
Wharton Business Group, LLC Malvern, PA

1.8M
Shares

$130 Million
5.31% of portfolio

About INVESCO ETF TR II KBW BANK ETF

Ticker KBWB
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