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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$47.95 - $59.64 $13,761 - $17,116
-287 Reduced 4.32%
6,349 $359,000
Q2 2024

Aug 14, 2024

BUY
$46.42 - $51.54 $308,043 - $342,019
6,636 New
6,636 $326,000

Others Institutions Holding KBWR

About INVESCO ETF TR II KBW REGIONAL


  • Ticker KBWR
  • Sector ETFs
  • Industry ETFs
More about KBWR
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.