Financial Advocates Investment Management Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Financial Advocates Investment Management

  • $1.71 Billion
  • Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Invesco ETF Tr Ii Kbw Bank ETF stock. As of the latest transaction made, Financial Advocates Investment Management holds 32,790 shares of KBWB stock, worth $2.33 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
32,790
Holding current value
$2.33 Million
% of portfolio
0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$57.27 - $71.33 $1.88 Million - $2.34 Million
32,790 New
32,790 $2.14 Million
Q2 2019

Aug 08, 2019
SELL
$47.44 - $52.93 $542,666 - $605,466
-11,439 Closed
0 $0
Q1 2019

May 16, 2019
SELL
$44.38 - $52.13 $30,267 - $35,552
-682 Reduced 5.63%
11,439 $551,000
Q4 2018

Feb 14, 2019
SELL
$41.5 - $55.36 $37,225 - $49,657
-897 Reduced 6.89%
12,121 $533,000
Q3 2018

Nov 14, 2018
SELL
$53.45 - $57.65 $1,443 - $1,556
-27 Reduced 0.21%
13,018 $0
Q2 2018

Aug 09, 2018
BUY
$53.32 - $57.35 $695,559 - $748,130
13,045 New
13,045 $705,000

Others Institutions Holding KBWB

# of Institutions
193
Shares Held
24M
Call Options Held
30.7K
Put Options Held
2.8K
View Full List

About INVESCO ETF TR II KBW BANK ETF

KBWB Quotes by TradingView
  • Ticker KBWB
  • Sector ETFs
  • Industry ETFs
More about KBWB
Track This Portfolio

Track Financial Advocates Investment Management Portfolio

Follow Financial Advocates Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email