Captrust Financial Advisors Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Captrust Financial Advisors

$38.8 Billion
Q1 2025

A detailed history of Captrust Financial Advisors transactions in Invesco ETF Tr Ii Kbw Bank ETF stock. As of the latest transaction made, Captrust Financial Advisors holds 34,903 shares of KBWB stock, worth $2.32 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

34,903

Holding current value

$2.32 Million

% of portfolio

0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$60.05 - $72.21 $2.1 Million - $2.52 Million	34,903 New	34,903 $2.19 Million
Q2 2023 Aug 14, 2023	BUY	$37.0 - $43.94 $37,074 - $44,027	1,002 Added 11.36%	9,824 $403,000
Q1 2023 May 15, 2023	BUY	$39.87 - $59.12 $351,733 - $521,556	8,822 New	8,822 $370,000
Q3 2021 Nov 16, 2021	SELL	$60.11 - $68.77 $3,185 - $3,644	-53 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$61.25 - $69.62 $3,246 - $3,689	53 New	53 $3,000

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

Ticker KBWB
Sector ETFs
Industry ETFs

More about KBWB

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Captrust Financial Advisors Invesco ETF Tr Ii Kbw Bank ETF Transaction History