Transamerica Financial Advisors, Inc. Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Transamerica Financial Advisors, Inc.

$871 Million
Q2 2025

A detailed history of Transamerica Financial Advisors, Inc. transactions in Invesco ETF Tr Ii Kbw Bank ETF stock. As of the latest transaction made, Transamerica Financial Advisors, Inc. holds 36,323 shares of KBWB stock, worth $2.76 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

36,323

Previous 46,862 22.49%

Holding current value

$2.76 Million

Previous $2.94 Million 11.59%

% of portfolio

0.3%

Previous 0.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$53.5 - $71.62 $563,836 - $754,803	-10,539 Reduced 22.49%	36,323 $2.6 Million
Q1 2025 May 14, 2025	BUY	$60.05 - $72.21 $67,856 - $81,597	1,130 Added 2.47%	46,862 $2.94 Million
Q4 2024 Feb 12, 2025	BUY	$57.27 - $71.33 $64,256 - $80,032	1,122 Added 2.52%	45,732 $2.99 Million
Q3 2024 Nov 13, 2024	BUY	$53.15 - $59.61 $1.25 Million - $1.4 Million	23,557 Added 111.89%	44,610 $2.62 Million
Q1 2024 May 15, 2024	BUY	$47.05 - $53.66 $990,543 - $1.13 Million	21,053 New	21,053 $1.13 Million
Q3 2020 Nov 12, 2020	SELL	$35.77 - $41.23 $1,037 - $1,195	-29 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	$30.85 - $46.27 $894 - $1,341	29 New	29 $2,000

Others Institutions Holding KBWB

# of Institutions

255

Shares Held

49.9M

Call Options Held

1.33M

Put Options Held

145K

View Full List

About INVESCO ETF TR II KBW BANK ETF

Ticker KBWB
Sector ETFs
Industry ETFs

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Transamerica Financial Advisors, Inc. Invesco ETF Tr Ii Kbw Bank ETF Transaction History