A detailed history of Wealthcare Advisory Partners LLC transactions in Invesco ETF Tr Ii Kbw Bank ETF stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 77,465 shares of KBWB stock, worth $5.78 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
77,465
Previous 78,423 1.22%
Holding current value
$5.78 Million
Previous $4.86 Million 14.2%
% of portfolio
0.13%
Previous 0.14%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025

SELL
$53.5 - $71.62 $51,253 - $68,611
-958 Reduced 1.22%
77,465 $5.55 Million
Q1 2025

Apr 14, 2025

BUY
$60.05 - $72.21 $4.5 Million - $5.41 Million
74,878 Added 2112.21%
78,423 $4.86 Million
Q4 2024

Jan 15, 2025

BUY
$57.27 - $71.33 $203,022 - $252,864
3,545 New
3,545 $231,000
Q2 2024

Aug 09, 2024

BUY
$49.58 - $55.33 $185,825 - $207,376
3,748 New
3,748 $200,000
Q3 2019

Oct 17, 2019

SELL
$46.18 - $53.16 $7,527 - $8,665
-163 Closed
0 $0
Q2 2019

Jul 30, 2019

BUY
$47.44 - $52.93 $7,732 - $8,627
163 New
163 $8,000

Others Institutions Holding KBWB

About INVESCO ETF TR II KBW BANK ETF


  • Ticker KBWB
  • Sector ETFs
  • Industry ETFs
More about KBWB
Track This Portfolio

Track Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners 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 Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.