Endowment Wealth Management, Inc. Invesco ETF Tr Ii Kbw High Div Transaction History
Endowment Wealth Management, Inc.
- $133 Million
- Q4 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 33,801 shares of KBWD stock, worth $515,803. This represents 0.37% of its overall portfolio holdings.
Number of Shares
33,801
Previous 30,238
11.78%
Holding current value
$515,803
Previous $462,000
7.14%
% of portfolio
0.37%
Previous 0.34%
Shares
13 transactions
Others Institutions Holding KBWD
# of Institutions
90Shares Held
6.17MCall Options Held
1.2KPut Options Held
33.2K-
Wells Fargo & Company San Francisco, CA1.01MShares$15.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY936KShares$14.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC741KShares$11.3 Million0.0% of portfolio
-
Mission Hills Financial Advisory, LLC San Diego, CA456KShares$6.96 Million5.19% of portfolio
-
Gradient Investments LLC452KShares$6.9 Million0.18% of portfolio