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 $1.74 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
108,646
Holding current value
$1.74 Million
% of portfolio
0.19%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025
BUY
$14.41 - $16.7 $1.57 Million - $1.81 Million
108,646 New
108,646 $1.71 Million

Others Institutions Holding KBWY

# of Institutions
58
Shares Held
2.91M
Call Options Held
12.6K
Put Options Held
900
View Full List

About INVESCO ETF TR II KBW PREMIUM

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

Track Heartwood Wealth Advisors LLC Portfolio

Follow Heartwood Wealth Advisors 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 Heartwood Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heartwood Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email