Triad Wealth Partners, LLC Invesco ETF Tr Ii Kbw High Div Transaction History

Triad Wealth Partners, LLC

$277 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$14.55 - $15.75 $4,510 - $4,882	310 New	310 $4.66 Million

Others Institutions Holding KBWD

# of Institutions

85

Shares Held

5.24M

Call Options Held

1.5K

Put Options Held

9.3K

Morgan Stanley New York, NY

868K
Shares

$13.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

770K
Shares

$11.8 Million
0.01% of portfolio
Mission Hills Financial Advisory, LLC San Diego, CA

456K
Shares

$6.97 Million
5.19% of portfolio
Gradient Investments LLC

452K
Shares

$6.91 Million
0.18% of portfolio
Bank Of America Corp Charlotte, NC

444K
Shares

$6.78 Million
0.0% of portfolio

About INVESCO ETF TR II KBW HIGH DIV

Ticker KBWD
Sector ETFs
Industry ETFs

More about KBWD

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