Iht Wealth Management, LLC Invesco ETF Tr Ii Kbw Regional Transaction History
Iht Wealth Management, LLC
- $2.99 Billion
- Q4 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 3,475 shares of KBWR stock, worth $211,766. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,475
Previous 6,349
45.27%
Holding current value
$211,766
Previous $359,000
42.34%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding KBWR
# of Institutions
35Shares Held
197KCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC37.6KShares$2.29 Million0.0% of portfolio
-
Brown Advisory Inc26.3KShares$1.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.7KShares$1.2 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ17.5KShares$1.07 Million0.0% of portfolio
-
Morgan Stanley New York, NY14.2KShares$864,6770.0% of portfolio