Ever Source Wealth Advisors, LLC Invesco ETF Tr Ii Kbw High Div Transaction History

Ever Source Wealth Advisors, LLC

  • $1.25 Billion
  • Q1 2024

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 390 shares of KBWD stock, worth $5,896. This represents 0.0% of its overall portfolio holdings.

Number of Shares
390
Previous 390 -0.0%
Holding current value
$5,896
Previous $6,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 03, 2023
SELL
$15.0 - $16.67 $675 - $750
-45 Reduced 10.34%
390 $5,000
Q1 2023

May 11, 2023
BUY
$13.88 - $17.63 $624 - $793
45 Added 11.54%
435 $6,000
Q4 2022

Feb 09, 2023
BUY
$14.72 - $16.52 $5,740 - $6,442
390 New
390 $5,000

Others Institutions Holding KBWD

# of Institutions
73
Shares Held
4.65M
Call Options Held
6.5K
Put Options Held
258K
View Full List

About INVESCO ETF TR II KBW HIGH DIV

KBWD Quotes by TradingView
  • Ticker KBWD
  • Sector ETFs
  • Industry ETFs
More about KBWD
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