Iht Wealth Management, LLC Invesco ETF Tr Ii Kbw Property Transaction History

Iht Wealth Management, LLC

  • $2.59 Billion
  • Q1 2024

A detailed history of Iht Wealth Management, LLC transactions in Invesco ETF Tr Ii Kbw Property stock. As of the latest transaction made, Iht Wealth Management, LLC holds 2,287 shares of KBWP stock, worth $234,463. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,287
Previous 2,277 0.44%
Holding current value
$234,463
Previous $206,000 19.42%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$91.58 - $107.75 $915 - $1,077
10 Added 0.44%
2,287 $246,000
Q4 2023

Feb 14, 2024
BUY
$82.88 - $92.47 $188,717 - $210,554
2,277 New
2,277 $206,000
Q4 2021

Feb 14, 2022
SELL
N/A
-4,884 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
N/A
34 Added 0.7%
4,884 $371,000
Q2 2021

Aug 16, 2021
SELL
N/A
-4,850 Reduced 50.0%
4,850 $370,000
Q1 2021

May 18, 2021
BUY
N/A
4,850 Added 100.0%
9,700 $728,000
Q1 2020

May 13, 2020
BUY
N/A
4,850 New
4,850 $258,000

Others Institutions Holding KBWP

# of Institutions
66
Shares Held
1.87M
Call Options Held
1.9K
Put Options Held
200
View Full List

About INVESCO ETF TR II KBW PROPERTY

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

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, 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 Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email