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

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Invesco ETF Tr Ii Kbw High Div stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 54,812 shares of KBWD stock, worth $737,769. This represents 0.02% of its overall portfolio holdings.

Number of Shares
54,812
Previous 49,622 10.46%
Holding current value
$737,769
Previous $717,000 6.0%
% of portfolio
0.02%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$12.37 - $14.5 $64,200 - $75,255
5,190 Added 10.46%
54,812 $760,000
Q1 2025

May 09, 2025
BUY
$14.31 - $15.69 $4,207 - $4,612
294 Added 0.6%
49,622 $717,000
Q4 2024

Jan 31, 2025
BUY
$14.52 - $15.51 $25,802 - $27,561
1,777 Added 3.74%
49,328 $723,000
Q3 2024

Nov 08, 2024
BUY
$14.71 - $16.26 $34,892 - $38,568
2,372 Added 5.25%
47,551 $726,000
Q2 2024

Jul 22, 2024
SELL
$14.55 - $15.75 $21,330 - $23,089
-1,466 Reduced 3.14%
45,179 $679,000
Q1 2024

May 13, 2024
BUY
$14.56 - $16.18 $69,902 - $77,680
4,801 Added 11.47%
46,645 $722,000
Q4 2023

Feb 02, 2024
SELL
$13.12 - $16.12 $240,148 - $295,060
-18,304 Reduced 30.43%
41,844 $663,000
Q3 2023

Nov 08, 2023
SELL
$15.0 - $16.67 $39,150 - $43,508
-2,610 Reduced 4.16%
60,148 $913,000
Q2 2023

Aug 03, 2023
BUY
$13.63 - $15.73 $92,043 - $106,224
6,753 Added 12.06%
62,758 $980,000
Q1 2023

Aug 22, 2023
SELL
$13.88 - $17.63 $88,915 - $112,937
-6,406 Reduced 10.21%
56,352 $831,000
Q1 2023

Jun 14, 2023
SELL
$13.88 - $17.63 $4,816 - $6,117
-347 Reduced 0.62%
56,005 $826,000
Q1 2023

May 10, 2023
BUY
$13.88 - $17.63 $4,816 - $6,117
347 Added 0.62%
56,352 $831,000
Q4 2022

Aug 30, 2023
SELL
$13.72 - $16.52 $92,651 - $111,559
-6,753 Reduced 10.76%
56,005 $832,000
Q4 2022

Feb 13, 2023
BUY
$13.72 - $16.52 $177,824 - $214,115
12,961 Added 30.11%
56,005 $832,000
Q3 2022

Nov 14, 2022
BUY
$13.86 - $18.54 $230,769 - $308,691
16,650 Added 63.08%
43,044 $597,000
Q2 2022

Aug 15, 2022
SELL
$15.38 - $19.65 $202,954 - $259,301
-13,196 Reduced 33.33%
26,394 $433,000
Q1 2022

May 16, 2022
BUY
$18.56 - $21.03 $734,790 - $832,577
39,590 New
39,590 $773,000

Others Institutions Holding KBWD

# of Institutions
85
Shares Held
6.02M
Call Options Held
0
Put Options Held
45.7K
View Full List

About INVESCO ETF TR II KBW HIGH DIV

KBWD Quotes by TradingView
  • Ticker KBWD
  • Sector ETFs
  • Industry ETFs
More about KBWD
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email