United Capital Financial Advisers, LLC Invesco ETF Tr Ii Kbw Premium Transaction History
United Capital Financial Advisers, LLC
- $12.1 Billion
- Q2 2025
A detailed history of United Capital Financial Advisers, LLC transactions in Invesco ETF Tr Ii Kbw Premium stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 32,850 shares of KBWY stock, worth $498,991. This represents 0.0% of its overall portfolio holdings.
Number of Shares
32,850
Previous 39,478
16.79%
Holding current value
$498,991
Previous $658,000
21.58%
% of portfolio
0.0%
Previous 0.01%
Shares
16 transactions
Others Institutions Holding KBWY
# of Institutions
53Shares Held
2.88MCall Options Held
0Put Options Held
12.8K-
Lpl Financial LLC Fort Mill, SC689KShares$10.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY616KShares$9.35 Million0.0% of portfolio
-
Tap Consulting, LLC321KShares$4.88 Million1.23% of portfolio
-
Fifth Third Securities, Inc.226KShares$3.44 Million0.27% of portfolio
-
Heartwood Wealth Advisors LLC109KShares$1.65 Million0.19% of portfolio