Bdo Wealth Advisors, LLC Invesco ETF Tr Ii Kbw High Div Transaction History
Bdo Wealth Advisors, LLC
- $867 Million
- Q2 2023
A detailed history of Bdo Wealth Advisors, LLC transactions in Invesco ETF Tr Ii Kbw High Div stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 85,453 shares of KBWD stock, worth $1.3 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
85,453
Previous 89,113
4.11%
Holding current value
$1.3 Million
Previous $1.31 Million
1.6%
% of portfolio
0.15%
Previous 0.16%
Shares
10 transactions
Others Institutions Holding KBWD
# of Institutions
90Shares Held
6.17MCall Options Held
1.2KPut Options Held
33.2K-
Wells Fargo & Company San Francisco, CA1.01MShares$15.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY936KShares$14.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC741KShares$11.3 Million0.0% of portfolio
-
Mission Hills Financial Advisory, LLC San Diego, CA456KShares$6.96 Million5.19% of portfolio
-
Gradient Investments LLC452KShares$6.9 Million0.18% of portfolio