Alta Wealth Advisors LLC Invesco ETF Tr Ii Kbw Premium Transaction History

Alta Wealth Advisors LLC

$219 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 17, 2023	SELL	$16.18 - $18.39 $119,877 - $136,251	-7,409 Reduced 41.94%	10,255 $184,000
Q1 2023 Apr 21, 2023	SELL	$16.66 - $22.68 $2,715 - $3,696	-163 Reduced 0.91%	17,664 $324,000
Q4 2022 Jan 20, 2023	SELL	$18.28 - $21.14 $57,600 - $66,612	-3,151 Reduced 15.02%	17,827 $0
Q1 2022 Apr 27, 2022	BUY	$23.7 - $26.25 $1,706 - $1,890	72 Added 0.34%	20,978 $535,000
Q4 2021 Feb 14, 2022	SELL	$22.67 - $25.68 $8,274 - $9,373	-365 Reduced 1.72%	20,906 $537,000
Q2 2021 Aug 02, 2021	BUY	$22.01 - $24.19 $4,269 - $4,692	194 Added 0.92%	21,271 $492,000
Q1 2021 Apr 20, 2021	BUY	$20.32 - $23.75 $8,534 - $9,975	420 Added 2.03%	21,077 $472,000
Q4 2020 Feb 08, 2021	BUY	$16.2 - $21.53 $334,643 - $444,745	20,657 New	20,657 $428,000

Others Institutions Holding KBWY

# of Institutions

47

Shares Held

1.78M

Call Options Held

0

Put Options Held

0

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