Morris Retirement Advisors, LLC Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Morris Retirement Advisors, LLC

  • $180 Million
  • Q3 2024

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023
BUY
$39.52 - $45.81 $246,841 - $286,129
6,246 Added 7.72%
87,203 $3.49 Million
Q2 2023

Jul 17, 2023
SELL
$37.0 - $43.94 $1.27 Million - $1.51 Million
-34,367 Reduced 29.8%
80,957 $3.32 Million
Q1 2023

Apr 13, 2023
BUY
$39.87 - $59.12 $89,866 - $133,256
2,254 Added 1.99%
115,324 $4.84 Million
Q4 2022

Feb 02, 2023
BUY
$48.57 - $56.54 $16,902 - $19,675
348 Added 0.31%
113,070 $5.84 Million
Q3 2022

Oct 14, 2022
BUY
$49.12 - $59.4 $617,831 - $747,133
12,578 Added 12.56%
112,722 $5.6 Million
Q2 2022

Aug 08, 2022
BUY
$51.43 - $62.92 $282,196 - $345,242
5,487 Added 5.8%
100,144 $5.18 Million
Q1 2022

May 10, 2022
BUY
$61.64 - $75.75 $1.49 Million - $1.83 Million
24,179 Added 34.31%
94,657 $6.03 Million
Q4 2021

Feb 02, 2022
BUY
$64.94 - $73.39 $2.06 Million - $2.33 Million
31,707 Added 81.78%
70,478 $4.78 Million
Q3 2021

Oct 28, 2021
BUY
$60.11 - $68.77 $2.33 Million - $2.67 Million
38,771 New
38,771 $2.6 Million

Others Institutions Holding KBWB

# of Institutions
172
Shares Held
20.3M
Call Options Held
30.7K
Put Options Held
2.8K
View Full List

About INVESCO ETF TR II KBW BANK ETF

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

Track Morris Retirement Advisors, LLC Portfolio

Follow Morris Retirement Advisors, 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 Morris Retirement Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morris Retirement Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email