Source Financial Advisors LLC Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Source Financial Advisors LLC

  • $337 Million
  • Q3 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 31, 2023
BUY
$48.57 - $56.54 $502,408 - $584,849
10,344 New
10,344 $533,000
Q2 2022

Aug 15, 2022
SELL
$51.43 - $62.92 $197,748 - $241,927
-3,845 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$61.64 - $75.75 $237,005 - $291,258
3,845 New
3,845 $245,000

Others Institutions Holding KBWB

# of Institutions
167
Shares Held
19.9M
Call Options Held
37.6K
Put Options Held
4.6K
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 Source Financial Advisors LLC Portfolio

Follow Source Financial 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 Source Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Source Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email