A detailed history of Clear Creek Financial Management, LLC transactions in Invesco ETF Tr Ii Kbw Premium stock. As of the latest transaction made, Clear Creek Financial Management, LLC holds 15,520 shares of KBWY stock, worth $301,398. This represents 0.04% of its overall portfolio holdings.

Number of Shares
15,520
Previous 21,840 28.94%
Holding current value
$301,398
Previous $389,000 15.94%
% of portfolio
0.04%
Previous 0.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$17.55 - $21.54 $110,916 - $136,132
-6,320 Reduced 28.94%
15,520 $327,000
Q2 2024

Jul 25, 2024

SELL
$16.81 - $18.17 $76,888 - $83,109
-4,574 Reduced 17.32%
21,840 $389,000
Q1 2024

Apr 26, 2024

BUY
$17.14 - $20.3 $247,141 - $292,705
14,419 Added 120.21%
26,414 $476,000
Q4 2023

Jan 23, 2024

BUY
$16.02 - $20.55 $192,159 - $246,497
11,995 New
11,995 $242,000
Q1 2023

Apr 20, 2023

SELL
$16.66 - $22.68 $42,283 - $57,561
-2,538 Reduced 17.66%
11,834 $217,000
Q4 2022

Jan 23, 2023

BUY
$18.28 - $21.14 $54,876 - $63,462
3,002 Added 26.4%
14,372 $0
Q3 2022

Oct 24, 2022

BUY
$18.53 - $24.17 $210,686 - $274,812
11,370 New
11,370 $216,000

Others Institutions Holding KBWY

About INVESCO ETF TR II KBW PREMIUM


  • Ticker KBWY
  • Sector ETFs
  • Industry ETFs
More about KBWY
Track This Portfolio

Track Clear Creek Financial Management, LLC Portfolio

Follow Clear Creek Financial Management, LLC 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 Clear Creek Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clear Creek Financial Management, LLC with notifications on news.