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

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 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 34,781 shares of KBWB stock, worth $2.57 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
34,781
Previous 34,903 0.35%
Holding current value
$2.57 Million
Previous $2.19 Million 13.74%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 14, 2025
SELL
$53.5 - $71.62 $6,527 - $8,737
-122 Reduced 0.35%
34,781 $2.49 Million
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
255
Shares Held
49.7M
Call Options Held
1.33M
Put Options Held
145K
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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