Endowment Wealth Management, Inc. Invesco ETF Tr Ii Kbw High Div Transaction History
Endowment Wealth Management, Inc.
- $121 Million
- Q1 2024
A detailed history of Endowment Wealth Management, Inc. transactions in Invesco ETF Tr Ii Kbw High Div stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 32,421 shares of KBWD stock, worth $487,611. This represents 0.42% of its overall portfolio holdings.
Number of Shares
32,421
Previous 29,952
8.24%
Holding current value
$487,611
Previous $475,000
5.68%
% of portfolio
0.42%
Previous 0.44%
Shares
10 transactions
Others Institutions Holding KBWD
# of Institutions
73Shares Held
4.65MCall Options Held
6.5KPut Options Held
258K-
Morgan Stanley New York, NY860KShares$12.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC657KShares$9.88 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC410KShares$6.16 Million0.0% of portfolio
-
Gradient Investments LLC333KShares$5.01 Million0.15% of portfolio
-
Ae Wealth Management LLC323KShares$4.86 Million0.06% of portfolio