Gradient Investments LLC Invesco ETF Tr Ii Kbw High Div Transaction History
Gradient Investments LLC
- $4.41 Billion
- Q2 2025
A detailed history of Gradient Investments LLC transactions in Invesco ETF Tr Ii Kbw High Div stock. As of the latest transaction made, Gradient Investments LLC holds 523,842 shares of KBWD stock, worth $7.34 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
523,842
Previous 483,636
8.31%
Holding current value
$7.34 Million
Previous $6.97 Million
4.17%
% of portfolio
0.16%
Previous 0.18%
Shares
11 transactions
Others Institutions Holding KBWD
# of Institutions
82Shares Held
6.68MCall Options Held
4.6KPut Options Held
118K-
Wells Fargo & Company San Francisco, CA1.04MShares$14.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY931KShares$13 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC856KShares$12 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC600KShares$8.4 Million0.0% of portfolio
-
Mission Hills Financial Advisory, LLC San Diego, CA528KShares$7.4 Million5.3% of portfolio