Ae Wealth Management LLC Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Invesco ETF Tr Ii Kbw Bank ETF stock. As of the latest transaction made, Ae Wealth Management LLC holds 146 shares of KBWB stock, worth $9,688. This represents 0.0% of its overall portfolio holdings.

Number of Shares
146
Previous 48 204.17%
Holding current value
$9,688
Previous $3,000 200.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 06, 2025
BUY
$60.05 - $72.21 $5,884 - $7,076
98 Added 204.17%
146 $9,000
Q4 2024

Feb 13, 2025
BUY
$57.27 - $71.33 $2,748 - $3,423
48 New
48 $3,000
Q1 2022

Apr 18, 2022
SELL
$61.64 - $75.75 $1.06 Million - $1.3 Million
-17,188 Closed
0 $0
Q4 2021

Jan 20, 2022
BUY
$64.94 - $73.39 $279,696 - $316,090
4,307 Added 33.44%
17,188 $1.17 Million
Q3 2021

Nov 01, 2021
BUY
$60.11 - $68.77 $187,002 - $213,943
3,111 Added 31.84%
12,881 $864,000
Q2 2021

Jul 21, 2021
BUY
$61.25 - $69.62 $598,412 - $680,187
9,770 New
9,770 $629,000

Others Institutions Holding KBWB

# of Institutions
250
Shares Held
44.5M
Call Options Held
265K
Put Options Held
205K
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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