Creative One Wealth, LLC Invesco ETF Tr Ii Kbw High Div Transaction History

Creative One Wealth, LLC

  • $3 Billion
  • Q4 2024

A detailed history of Creative One Wealth, LLC transactions in Invesco ETF Tr Ii Kbw High Div stock. As of the latest transaction made, Creative One Wealth, LLC holds 26,520 shares of KBWD stock, worth $410,794. This represents 0.01% of its overall portfolio holdings.

Number of Shares
26,520
Previous 16,700 58.8%
Holding current value
$410,794
Previous $255,000 52.55%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$14.52 - $15.51 $142,586 - $152,308
9,820 Added 58.8%
26,520 $389,000
Q3 2024

Nov 13, 2024
BUY
$14.71 - $16.26 $245,657 - $271,542
16,700 New
16,700 $255,000
Q1 2024

May 14, 2024
BUY
$14.56 - $16.18 $270,714 - $300,834
18,593 New
18,593 $288,000

Others Institutions Holding KBWD

# of Institutions
90
Shares Held
6.17M
Call Options Held
1.2K
Put Options Held
33.2K
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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