Envestnet Portfolio Solutions, Inc. Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Envestnet Portfolio Solutions, Inc.

  • $23.7 Billion
  • Q1 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Invesco ETF Tr Ii Kbw Bank ETF stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 23,654 shares of KBWB stock, worth $1.39 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
23,654
Previous 14,252 65.97%
Holding current value
$1.39 Million
Previous $931,000 59.4%
% of portfolio
0.01%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$60.05 - $72.21 $564,590 - $678,918
9,402 Added 65.97%
23,654 $1.48 Million
Q4 2024

Feb 10, 2025
BUY
$57.27 - $71.33 $816,212 - $1.02 Million
14,252 New
14,252 $931,000
Q1 2024

May 06, 2024
SELL
$47.05 - $53.66 $45,356 - $51,728
-964 Reduced 15.69%
5,179 $277,000
Q4 2023

Feb 07, 2024
SELL
$36.74 - $49.8 $3,306 - $4,482
-90 Reduced 1.44%
6,143 $302,000
Q3 2023

Nov 13, 2023
BUY
$39.52 - $45.81 $246,328 - $285,533
6,233 New
6,233 $249,000

Others Institutions Holding KBWB

# of Institutions
225
Shares Held
29.3M
Call Options Held
40.2K
Put Options Held
3.8K
View Full List

About INVESCO ETF TR II KBW BANK ETF

KBWB Quotes by TradingView
  • Ticker KBWB
  • Sector ETFs
  • Industry ETFs
More about KBWB
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