Stegent Equity Advisors, Inc. Invesco ETF Tr Ii Kbw Property Transaction History
Stegent Equity Advisors, Inc.
- $86.8 Million
- Q1 2024
A detailed history of Stegent Equity Advisors, Inc. transactions in Invesco ETF Tr Ii Kbw Property stock. As of the latest transaction made, Stegent Equity Advisors, Inc. holds 16,083 shares of KBWP stock, worth $1.65 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
16,083
Previous 20,897
23.04%
Holding current value
$1.65 Million
Previous $1.89 Million
8.41%
% of portfolio
2.0%
Previous 2.54%
Shares
10 transactions
Others Institutions Holding KBWP
# of Institutions
66Shares Held
1.87MCall Options Held
1.9KPut Options Held
200-
Harel Insurance Investments & Financial Services Ltd.1.06MShares$108 Million2.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC163KShares$16.8 Million0.01% of portfolio
-
Fortis Group Advisors, LLC Westwood, NJ76.8KShares$7.88 Million1.52% of portfolio
-
Mutual Advisors, LLC Casper, WY76.7KShares$7.87 Million0.27% of portfolio
-
Kingsview Wealth Management, LLC Grants Pass, OR61.5KShares$6.31 Million0.18% of portfolio