Center For Financial Planning, Inc. Invesco ETF Tr Ii Kbw High Div Transaction History

Center For Financial Planning, Inc.

$781 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 09, 2023	BUY	$13.63 - $15.73 $66,064 - $76,243	4,847 New	4,847 $75,000

Others Institutions Holding KBWD

# of Institutions

82

Shares Held

6.65M

Call Options Held

4.6K

Put Options Held

118K

Wells Fargo & Company San Francisco, CA

1.04M
Shares

$14.1 Million
0.0% of portfolio
Morgan Stanley New York, NY

931K
Shares

$12.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

856K
Shares

$11.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

600K
Shares

$8.16 Million
0.0% of portfolio
Mission Hills Financial Advisory, LLC San Diego, CA

528K
Shares

$7.18 Million
5.3% of portfolio

About INVESCO ETF TR II KBW HIGH DIV

Ticker KBWD
Sector ETFs
Industry ETFs

More about KBWD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Center For Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Center For Financial Planning, Inc. with notifications on news.