Advyzon Investment Management, LLC Invesco ETF Tr Ii Kbw High Div Transaction History
Advyzon Investment Management, LLC
- $283 Billion
- Q1 2025
A detailed history of Advyzon Investment Management, LLC transactions in Invesco ETF Tr Ii Kbw High Div stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 10,496 shares of KBWD stock, worth $143,375. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,496
Previous 10,312
1.78%
Holding current value
$143,375
Previous $151 Million
0.26%
% of portfolio
0.05%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding KBWD
# of Institutions
82Shares Held
6.63MCall Options Held
4.6KPut Options Held
118K-
Wells Fargo & Company San Francisco, CA1.04MShares$14.2 Million0.0% of portfolio
-
Morgan Stanley New York, NY931KShares$12.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC856KShares$11.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC600KShares$8.19 Million0.0% of portfolio
-
Mission Hills Financial Advisory, LLC San Diego, CA528KShares$7.21 Million5.3% of portfolio