Robertson Stephens Wealth Management, LLC Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.75 Billion
  • Q4 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Invesco ETF Tr Ii Kbw Bank ETF stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 10,504 shares of KBWB stock, worth $749,985. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,504
Previous 10,331 1.67%
Holding current value
$749,985
Previous $605,000 13.39%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 27, 2025
BUY
$57.27 - $71.33 $9,907 - $12,340
173 Added 1.67%
10,504 $686,000
Q3 2024

Nov 12, 2024
BUY
$53.15 - $59.61 $30,295 - $33,977
570 Added 5.84%
10,331 $605,000
Q2 2024

Aug 13, 2024
BUY
$49.58 - $55.33 $483,950 - $540,076
9,761 New
9,761 $522,000
Q4 2023

Feb 06, 2024
SELL
$36.74 - $49.8 $62,862 - $85,207
-1,711 Reduced 27.01%
4,623 $227,000
Q3 2023

Nov 13, 2023
BUY
$39.52 - $45.81 $250,319 - $290,160
6,334 New
6,334 $253,000

Others Institutions Holding KBWB

# of Institutions
212
Shares Held
28.4M
Call Options Held
38.1K
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
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