Global Retirement Partners, LLC Invesco ETF Tr Ii Kbw High Div Transaction History

Global Retirement Partners, LLC

  • $3.4 Billion
  • Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Invesco ETF Tr Ii Kbw High Div stock. As of the latest transaction made, Global Retirement Partners, LLC holds 820 shares of KBWD stock, worth $12,496. This represents 0.0% of its overall portfolio holdings.

Number of Shares
820
Previous 800 2.5%
Holding current value
$12,496
Previous $12,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 31, 2025
BUY
$14.52 - $15.51 $290 - $310
20 Added 2.5%
820 $12,000
Q3 2024

Oct 16, 2024
BUY
$14.71 - $16.26 $2,294 - $2,536
156 Added 24.22%
800 $12,000
Q2 2024

Jul 23, 2024
BUY
$14.55 - $15.75 $291 - $315
20 Added 3.21%
644 $9,000
Q1 2024

Apr 23, 2024
BUY
$14.56 - $16.18 $247 - $275
17 Added 2.8%
624 $9,000
Q4 2023

Jan 18, 2024
BUY
$13.12 - $16.12 $236 - $290
18 Added 3.06%
607 $9,000
Q3 2023

Oct 13, 2023
SELL
$15.0 - $16.67 $16,920 - $18,803
-1,128 Reduced 65.7%
589 $8,000
Q2 2023

Jul 20, 2023
BUY
$13.63 - $15.73 $8,137 - $9,390
597 Added 53.3%
1,717 $26,000
Q1 2023

May 05, 2023
BUY
$13.88 - $17.63 $582 - $740
42 Added 3.9%
1,120 $16,000
Q4 2022

Feb 13, 2023
BUY
$13.72 - $16.52 $14,790 - $17,808
1,078 New
1,078 $16,000
Q3 2021

Oct 22, 2021
SELL
$19.66 - $20.87 $9,633 - $10,226
-490 Closed
0 $0
Q4 2018

Feb 22, 2019
SELL
$18.9 - $22.7 $36,911 - $44,333
-1,953 Reduced 79.94%
490 $10,000
Q3 2018

Oct 17, 2018
BUY
$22.79 - $23.79 $9,389 - $9,801
412 Added 20.29%
2,443 $56,000
Q2 2018

Aug 13, 2018
BUY
$22.41 - $23.77 $45,514 - $48,276
2,031 New
2,031 $47,000

Others Institutions Holding KBWD

# of Institutions
82
Shares Held
5.24M
Call Options Held
1.5K
Put Options Held
9.3K
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 Global Retirement Partners, LLC Portfolio

Follow Global Retirement Partners, 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 Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email