A detailed history of Mattson Financial Services, LLC transactions in Invesco ETF Tr Ii Kbw High Div stock. As of the latest transaction made, Mattson Financial Services, LLC holds 5,110 shares of KBWD stock, worth $69,802. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,110
Previous 4,280 19.39%
Holding current value
$69,802
Previous $65.4 Million 12.91%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 22, 2025

BUY
$14.31 - $15.69 $11,877 - $13,022
830 Added 19.39%
5,110 $73.8 Million
Q4 2024

Mar 07, 2025

BUY
$14.52 - $15.51 $19,180 - $20,488
1,321 Added 44.64%
4,280 $65.4 Million
Q2 2024

Sep 30, 2024

BUY
$14.55 - $15.75 $43,053 - $46,604
2,959 New
2,959 $44.5 Million

Others Institutions Holding KBWD

About INVESCO ETF TR II KBW HIGH DIV


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

Track Mattson Financial Services, LLC Portfolio

Follow Mattson Financial Services, 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 Mattson Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mattson Financial Services, LLC with notifications on news.