Heartwood Wealth Advisors LLC Invesco ETF Tr Ii Kbw Premium Transaction History

Heartwood Wealth Advisors LLC

  • $1.02 Billion
  • Q3 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 117,733 shares of KBWY stock, worth $1.82 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
117,733
Previous 108,646 8.36%
Holding current value
$1.82 Million
Previous $1.71 Million 14.63%
% of portfolio
0.19%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 06, 2025
BUY
$15.13 - $16.64 $137,486 - $151,207
9,087 Added 8.36%
117,733 $1.96 Million
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
53
Shares Held
2.74M
Call Options Held
0
Put Options Held
12.8K
View Full List

About INVESCO ETF TR II KBW PREMIUM

KBWY Quotes by TradingView
  • Ticker KBWY
  • Sector ETFs
  • Industry ETFs
More about KBWY
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