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

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Invesco ETF Tr Ii Kbw Property stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 97,074 shares of KBWP stock, worth $11.1 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

97,074

Previous 58,537 65.83%

Holding current value

$11.1 Million

Previous $6.76 Million 66.58%

% of portfolio

0.24%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$111.94 - $126.4 $4.31 Million - $4.87 Million	38,537 Added 65.83%	97,074 $11.3 Million
Q3 2024 Nov 12, 2024	BUY	$100.88 - $116.06 $71,523 - $82,286	709 Added 1.23%	58,537 $6.76 Million
Q2 2024 Aug 14, 2024	SELL	$100.62 - $107.7 $368,973 - $394,935	-3,667 Reduced 5.96%	57,828 $5.92 Million
Q1 2024 May 09, 2024	BUY	$91.58 - $107.75 $4.53 Million - $5.33 Million	49,492 Added 412.33%	61,495 $6.63 Million
Q4 2023 Feb 08, 2024	BUY	$82.88 - $92.47 $273,586 - $305,243	3,301 Added 37.93%	12,003 $1.09 Million
Q3 2023 Nov 07, 2023	BUY	$79.66 - $86.33 $129,447 - $140,286	1,625 Added 22.96%	8,702 $731,000
Q2 2023 Aug 10, 2023	BUY	$78.84 - $85.48 $557,950 - $604,941	7,077 New	7,077 $579,000

Others Institutions Holding KBWP

# of Institutions

Shares Held

3.45M

Call Options Held

Put Options Held

View Full List

About INVESCO ETF TR II KBW PROPERTY

Ticker KBWP
Sector ETFs
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Kingsview Wealth Management, LLC Invesco ETF Tr Ii Kbw Property Transaction History