Ever Source Wealth Advisors, LLC Invesco ETF Tr Ii Kbw High Div Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Invesco ETF Tr Ii Kbw High Div stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 590 shares of KBWD stock, worth $7,823. This represents 0.0% of its overall portfolio holdings.
Number of Shares
590
Previous 590
-0.0%
Holding current value
$7,823
Previous $8,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding KBWD
# of Institutions
86Shares Held
5.91MCall Options Held
0Put Options Held
45.7K-
Lpl Financial LLC Fort Mill, SC926KShares$12.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY859KShares$11.4 Million0.0% of portfolio
-
Mission Hills Financial Advisory, LLC San Diego, CA649KShares$8.61 Million5.59% of portfolio
-
Bank Of America Corp Charlotte, NC543KShares$7.2 Million0.0% of portfolio
-
Gradient Investments LLC538KShares$7.13 Million0.16% of portfolio