Iht Wealth Management, LLC Invesco ETF Tr Ii Kbw Regional Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q3 2024
A detailed history of Iht Wealth Management, LLC transactions in Invesco ETF Tr Ii Kbw Regional stock. As of the latest transaction made, Iht Wealth Management, LLC holds 6,349 shares of KBWR stock, worth $425,636. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,349
Previous 6,636
4.32%
Holding current value
$425,636
Previous $326,000
10.12%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding KBWR
# of Institutions
34Shares Held
201KCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC26.6KShares$1.79 Million0.0% of portfolio
-
Brown Advisory Inc26.3KShares$1.76 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ22KShares$1.48 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.3KShares$1.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY14KShares$938,0230.0% of portfolio