Geo Wealth Management, LLC Invesco ETF Tr Ii Kbw High Div Transaction History

Geo Wealth Management, LLC

  • $2.33 Billion
  • Q1 2025

A detailed history of Geo Wealth Management, LLC transactions in Invesco ETF Tr Ii Kbw High Div stock. As of the latest transaction made, Geo Wealth Management, LLC holds 28,464 shares of KBWD stock, worth $388,818. This represents 0.02% of its overall portfolio holdings.

Number of Shares
28,464
Previous 9,999 184.67%
Holding current value
$388,818
Previous $146,000 181.51%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$14.31 - $15.69 $264,234 - $289,715
18,465 Added 184.67%
28,464 $411,000
Q4 2024

Feb 13, 2025
BUY
$14.52 - $15.51 $145,185 - $155,084
9,999 New
9,999 $146,000

Others Institutions Holding KBWD

# of Institutions
82
Shares Held
6.63M
Call Options Held
4.6K
Put Options Held
118K
View Full List

About INVESCO ETF TR II KBW HIGH DIV

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

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, LLC 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 Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email