Kingswood Wealth Advisors, LLC Invesco ETF Tr Ii Kbw High Div Call Options Transaction History

Kingswood Wealth Advisors, LLC

$2.62 Trillion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding KBWD

# of Institutions

93

Shares Held

6.53M

Call Options Held

1.2K

Put Options Held

33.2K

Wells Fargo & Company San Francisco, CA

1.01M
Shares

$13.8 Million
0.0% of portfolio
Morgan Stanley New York, NY

936K
Shares

$12.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

741K
Shares

$10.1 Million
0.0% of portfolio
Mission Hills Financial Advisory, LLC San Diego, CA

528K
Shares

$7.2 Million
5.3% of portfolio
Gradient Investments LLC

484K
Shares

$6.6 Million
0.18% of portfolio

About INVESCO ETF TR II KBW HIGH DIV

Ticker KBWD
Sector ETFs
Industry ETFs

More about KBWD

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