Minich Mac Gregor Wealth Management, LLC Invesco ETF Tr Ii Kbw Property Transaction History

Minich Mac Gregor Wealth Management, LLC

  • $444 Million
  • Q3 2024

A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Invesco ETF Tr Ii Kbw Property stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 2,981 shares of KBWP stock, worth $345,885. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,981
Holding current value
$345,885
% of portfolio
0.08%

Shares

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

Oct 30, 2024
BUY
$100.88 - $116.06 $300,723 - $345,974
2,981 New
2,981 $344,000
Q2 2023

Jul 13, 2023
SELL
$78.84 - $85.48 $1,340 - $1,453
-17 Reduced 0.48%
3,556 $291,000
Q1 2023

Apr 19, 2023
SELL
$79.25 - $91.46 $1,030 - $1,188
-13 Reduced 0.36%
3,573 $297,000
Q4 2022

Jan 09, 2023
BUY
$75.23 - $88.9 $5,567 - $6,578
74 Added 2.11%
3,586 $0
Q3 2022

Oct 06, 2022
SELL
$72.63 - $82.19 $12,710 - $14,383
-175 Reduced 4.75%
3,512 $258,000
Q2 2022

Jul 13, 2022
SELL
$77.31 - $88.41 $6,339 - $7,249
-82 Reduced 2.18%
3,687 $299,000
Q1 2022

Apr 26, 2022
BUY
$78.92 - $87.95 $297,449 - $331,483
3,769 New
3,769 $328,000
Q4 2021

Jan 18, 2022
SELL
$74.95 - $81.01 $401,881 - $434,375
-5,362 Closed
0 $0
Q3 2021

Nov 03, 2021
SELL
$74.27 - $81.24 $1,262 - $1,381
-17 Reduced 0.32%
5,362 $407,000
Q2 2021

Aug 02, 2021
BUY
$73.8 - $81.02 $396,970 - $435,806
5,379 New
5,379 $410,000

Others Institutions Holding KBWP

# of Institutions
70
Shares Held
3.42M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR II KBW PROPERTY

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

Track Minich Mac Gregor Wealth Management, LLC Portfolio

Follow Minich Mac Gregor 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 Minich Mac Gregor Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Minich Mac Gregor Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email