Wealthcare Advisory Partners LLC Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Wealthcare Advisory Partners LLC

$3.54 Billion
Q1 2025

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 78,423 shares of KBWB stock, worth $4.75 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

78,423

Previous 3,545 2112.21%

Holding current value

$4.75 Million

Previous $231,000 2003.03%

% of portfolio

0.14%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

229

Shares Held

31.5M

Call Options Held

40.2K

Put Options Held

3.8K

View Full List

About INVESCO ETF TR II KBW BANK ETF

Ticker KBWB
Sector ETFs
Industry ETFs

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Wealthcare Advisory Partners LLC Invesco ETF Tr Ii Kbw Bank ETF Transaction History