Wealth Plan Investment Management, LLC Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Invesco ETF Tr Ii Kbw Bank ETF stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 3,102 shares of KBWB stock, worth $238,357. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,102
Previous 3,176 2.33%
Holding current value
$238,357
Previous $227,000 6.61%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$71.75 - $79.74 $5,309 - $5,900
-74 Reduced 2.33%
3,102 $242,000
Q2 2025

Jul 28, 2025
BUY
$53.5 - $71.62 $169,916 - $227,465
3,176 New
3,176 $227,000

Others Institutions Holding KBWB

# of Institutions
263
Shares Held
50.5M
Call Options Held
1.33M
Put Options Held
145K
View Full List

About INVESCO ETF TR II KBW BANK ETF

KBWB Quotes by TradingView
  • Ticker KBWB
  • Sector ETFs
  • Industry ETFs
More about KBWB
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