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

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Invesco ETF Tr Ii Kbw Premium stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 360 shares of KBWY stock, worth $5,590. This represents 0.0% of its overall portfolio holdings.

Number of Shares

360

Previous 1,010 64.36%

Holding current value

$5,590

Previous $18,000 66.67%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$16.62 - $17.97 $10,803 - $11,680	-650 Reduced 64.36%	360 $6,000
Q4 2024 Feb 07, 2025	BUY	$17.71 - $21.16 $11,511 - $13,754	650 Added 180.56%	1,010 $18,000
Q3 2024 Nov 08, 2024	SELL	$17.55 - $21.54 $11,126 - $13,656	-634 Reduced 63.78%	360 $7,000
Q2 2024 Aug 13, 2024	SELL	$16.81 - $18.17 $5,715 - $6,177	-340 Reduced 25.49%	994 $17,000
Q4 2023 Feb 09, 2024	SELL	$16.02 - $20.55 $13,424 - $17,220	-838 Reduced 38.58%	1,334 $26,000
Q1 2023 May 11, 2023	SELL	$16.66 - $22.68 $12,761 - $17,372	-766 Reduced 26.07%	2,172 $39,000
Q4 2022 Feb 09, 2023	SELL	$18.28 - $21.14 $21,113 - $24,416	-1,155 Reduced 28.22%	2,938 $57,000
Q1 2022 May 25, 2022	BUY	$23.7 - $26.25 $60,553 - $67,068	2,555 Added 166.12%	4,093 $104,000
Q4 2021 Feb 07, 2022	BUY	$22.67 - $25.68 $34,866 - $39,495	1,538 New	1,538 $39,000

Others Institutions Holding KBWY

# of Institutions

Shares Held

2.8M

Call Options Held

12.6K

Put Options Held

900

View Full List

About INVESCO ETF TR II KBW PREMIUM

Ticker KBWY
Sector ETFs
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Ever Source Wealth Advisors, LLC Invesco ETF Tr Ii Kbw Premium Transaction History