Atria Wealth Solutions, Inc. Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Atria Wealth Solutions, Inc.

  • $7.87 Billion
  • Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Invesco ETF Tr Ii Kbw Bank ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 9,921 shares of KBWB stock, worth $658,357. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,921
Previous 10,261 3.31%
Holding current value
$658,357
Previous $670,000 7.16%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 09, 2025
SELL
$60.05 - $72.21 $20,417 - $24,551
-340 Reduced 3.31%
9,921 $622,000
Q4 2024

Jan 31, 2025
BUY
$57.27 - $71.33 $229 - $285
4 Added 0.04%
10,261 $670,000
Q3 2024

Nov 08, 2024
SELL
$53.15 - $59.61 $70,158 - $78,685
-1,320 Reduced 11.4%
10,257 $601,000
Q2 2024

Jul 22, 2024
SELL
$49.58 - $55.33 $12,147 - $13,555
-245 Reduced 2.07%
11,577 $619,000
Q1 2024

May 13, 2024
BUY
$47.05 - $53.66 $282 - $321
6 Added 0.05%
11,822 $634,000
Q4 2023

Feb 02, 2024
SELL
$36.74 - $49.8 $1.37 Million - $1.86 Million
-37,359 Reduced 75.97%
11,816 $581,000
Q3 2023

Nov 08, 2023
BUY
$39.52 - $45.81 $51,494 - $59,690
1,303 Added 2.72%
49,175 $1.97 Million
Q2 2023

Aug 03, 2023
BUY
$37.0 - $43.94 $1.46 Million - $1.73 Million
39,364 Added 462.67%
47,872 $1.97 Million
Q1 2023

Aug 22, 2023
SELL
$39.87 - $59.12 $1.02 Million - $1.51 Million
-25,540 Reduced 53.35%
22,332 $937,000
Q1 2023

Jun 14, 2023
SELL
$39.87 - $59.12 $551,162 - $817,274
-13,824 Reduced 61.9%
8,508 $357,000
Q1 2023

May 10, 2023
BUY
$39.87 - $59.12 $551,162 - $817,274
13,824 Added 162.48%
22,332 $937,000
Q4 2022

Aug 30, 2023
SELL
$48.57 - $56.54 $1.91 Million - $2.23 Million
-39,364 Reduced 82.23%
8,508 $439,000
Q4 2022

Feb 13, 2023
SELL
$48.57 - $56.54 $992,042 - $1.15 Million
-20,425 Reduced 70.59%
8,508 $439,000
Q3 2022

Nov 14, 2022
SELL
$49.12 - $59.4 $129,529 - $156,637
-2,637 Reduced 8.35%
28,933 $1.42 Million
Q2 2022

Aug 15, 2022
SELL
$51.43 - $62.92 $60,635 - $74,182
-1,179 Reduced 3.6%
31,570 $1.63 Million
Q1 2022

May 16, 2022
BUY
$61.64 - $75.75 $2.02 Million - $2.48 Million
32,749 New
32,749 $2.09 Million

Others Institutions Holding KBWB

# of Institutions
249
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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