Ae Wealth Management LLC Invesco ETF Tr Ii Kbw High Div Transaction History

Ae Wealth Management LLC

  • $9.03 Billion
  • Q2 2024

A detailed history of Ae Wealth Management LLC transactions in Invesco ETF Tr Ii Kbw High Div stock. As of the latest transaction made, Ae Wealth Management LLC holds 102,385 shares of KBWD stock, worth $1.52 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
102,385
Previous 323,070 68.31%
Holding current value
$1.52 Million
Previous $5 Million 69.24%
% of portfolio
0.02%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$14.55 - $15.75 $3.21 Million - $3.48 Million
-220,685 Reduced 68.31%
102,385 $1.54 Million
Q1 2024

May 15, 2024
BUY
$14.56 - $16.18 $4.14 Million - $4.6 Million
284,187 Added 730.88%
323,070 $5 Million
Q4 2023

Feb 14, 2024
SELL
$13.12 - $16.12 $856,644 - $1.05 Million
-65,293 Reduced 62.68%
38,883 $616,000
Q3 2023

Oct 11, 2023
BUY
$15.0 - $16.67 $1.07 Million - $1.19 Million
71,602 Added 219.81%
104,176 $1.58 Million
Q2 2023

Jul 10, 2023
BUY
$13.63 - $15.73 $443,983 - $512,389
32,574 New
32,574 $509,000

Others Institutions Holding KBWD

# of Institutions
77
Shares Held
4.46M
Call Options Held
8.3K
Put Options Held
21.6K
View Full List

About INVESCO ETF TR II KBW HIGH DIV

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