Heartwood Wealth Advisors LLC Invesco ETF Tr Ii Kbw Premium Transaction History
Heartwood Wealth Advisors LLC
- $910 Million
- Q2 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Invesco ETF Tr Ii Kbw Premium stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 108,646 shares of KBWY stock, worth $1.81 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
108,646Holding current value
$1.81 Million% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding KBWY
# of Institutions
54Shares Held
2.78MCall Options Held
0Put Options Held
12.8K-
Lpl Financial LLC Fort Mill, SC689KShares$11.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY661KShares$11 Million0.0% of portfolio
-
Tap Consulting, LLC321KShares$5.34 Million1.23% of portfolio
-
Fifth Third Securities, Inc.226KShares$3.76 Million0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA84KShares$1.4 Million0.0% of portfolio