Measured Wealth Private Client Group, LLC Invesco ETF Tr Ii Kbw High Div Transaction History
Measured Wealth Private Client Group, LLC
- $296 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding KBWD
# of Institutions
82Shares Held
5.12MCall Options Held
1.5KPut Options Held
9.3K-
Morgan Stanley New York, NY868KShares$13.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC770KShares$11.7 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC444KShares$6.74 Million0.0% of portfolio
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Gradient Investments LLC426KShares$6.46 Million0.17% of portfolio
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Mission Hills Financial Advisory, LLC San Diego, CA404KShares$6.14 Million5.26% of portfolio