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Geller Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

Geller Advisors’s Portfolio KBWB Stock Details KBWB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-20,017
Closed -$840K – 251
2023
Q1 		$840K Buy
+20,017
New +$840K 0.12% 36