Wfa Of San Diego, LLC Invesco ETF Tr Ii Kbw Property Transaction History
Wfa Of San Diego, LLC
- $132 Million
- Q2 2025
A detailed history of Wfa Of San Diego, LLC transactions in Invesco ETF Tr Ii Kbw Property stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 259 shares of KBWP stock, worth $32,035. This represents 0.02% of its overall portfolio holdings.
Number of Shares
259
Previous 214
21.03%
Holding current value
$32,035
Previous $24,000
29.17%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding KBWP
# of Institutions
76Shares Held
2.45MCall Options Held
0Put Options Held
0-
Harel Insurance Investments & Financial Services Ltd.1.12MShares$138 Million1.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC260KShares$32.2 Million0.01% of portfolio
-
Kingsview Wealth Management, LLC Grants Pass, OR134KShares$16.5 Million0.29% of portfolio
-
Morgan Stanley New York, NY129KShares$15.9 Million0.0% of portfolio
-
Mutual Advisors, LLC Casper, WY85.2KShares$10.5 Million0.25% of portfolio