A detailed history of Lmcg Investments, LLC transactions in Invesco ETF Tr Ii Kbw Premium stock. As of the latest transaction made, Lmcg Investments, LLC holds 20,908 shares of KBWY stock, worth $381,571. This represents 0.03% of its overall portfolio holdings.

Number of Shares
20,908
Previous 19,551 6.94%
Holding current value
$381,571
Previous $348,000 26.72%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 29, 2024

BUY
$17.55 - $21.54 $23,815 - $29,229
1,357 Added 6.94%
20,908 $441,000
Q2 2024

Aug 09, 2024

BUY
$16.81 - $18.17 $65,508 - $70,808
3,897 Added 24.89%
19,551 $348,000
Q1 2024

May 03, 2024

BUY
$17.14 - $20.3 $27,561 - $32,642
1,608 Added 11.45%
15,654 $282,000
Q4 2023

Feb 07, 2024

BUY
$16.02 - $20.55 $225,016 - $288,645
14,046 New
14,046 $283,000

Others Institutions Holding KBWY

About INVESCO ETF TR II KBW PREMIUM


  • Ticker KBWY
  • Sector ETFs
  • Industry ETFs
More about KBWY
Track This Portfolio

Track Lmcg Investments, LLC Portfolio

Follow Lmcg Investments, 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 Lmcg Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lmcg Investments, LLC with notifications on news.