Mgb Wealth Management, LLC Invesco ETF Tr Ii Kbw High Div Transaction History

Mgb Wealth Management, LLC

  • $322 Billion
  • Q4 2024

A detailed history of Mgb Wealth Management, LLC transactions in Invesco ETF Tr Ii Kbw High Div stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 375 shares of KBWD stock, worth $5,722. This represents 0.0% of its overall portfolio holdings.

Number of Shares
375
Previous 450 16.67%
Holding current value
$5,722
Previous $6.88 Million 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$14.52 - $15.51 $1,089 - $1,163
-75 Reduced 16.67%
375 $5.5 Million
Q1 2024

May 06, 2024
SELL
$14.56 - $16.18 $1,456 - $1,618
-100 Reduced 18.18%
450 $6.97 Million
Q4 2023

Apr 22, 2024
BUY
$13.12 - $16.12 $7,216 - $8,866
550 New
550 $8.72 Million

Others Institutions Holding KBWD

# of Institutions
90
Shares Held
6.17M
Call Options Held
1.2K
Put Options Held
33.2K
View Full List

About INVESCO ETF TR II KBW HIGH DIV

KBWD Quotes by TradingView
  • Ticker KBWD
  • Sector ETFs
  • Industry ETFs
More about KBWD
Track This Portfolio

Track Mgb Wealth Management, LLC Portfolio

Follow Mgb Wealth Management, 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 Mgb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mgb Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email