Wespac Advisors So Cal, LLC Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Wespac Advisors So Cal, LLC

  • $453 Million
  • Q3 2025

A detailed history of Wespac Advisors So Cal, LLC transactions in Invesco ETF Tr Ii Kbw Bank ETF stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 25,903 shares of KBWB stock, worth $1.91 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
25,903
Previous 18,716 38.4%
Holding current value
$1.91 Million
Previous $1.34 Million 51.12%
% of portfolio
0.45%
Previous 0.32%

Shares

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

Oct 22, 2025
BUY
$71.75 - $79.74 $515,667 - $573,091
7,187 Added 38.4%
25,903 $2.03 Million
Q2 2025

Jul 30, 2025
SELL
$53.5 - $71.62 $22,149 - $29,650
-414 Reduced 2.16%
18,716 $1.34 Million
Q1 2025

May 06, 2025
BUY
$60.05 - $72.21 $1.15 Million - $1.38 Million
19,130 New
19,130 $1.2 Million

Others Institutions Holding KBWB

# of Institutions
257
Shares Held
50.4M
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
Track This Portfolio

Track Wespac Advisors So Cal, LLC Portfolio

Follow Wespac Advisors So Cal, 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 Wespac Advisors So Cal, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wespac Advisors So Cal, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email