Ever Source Wealth Advisors, LLC Invesco ETF Tr Ii Kbw High Div Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Invesco ETF Tr Ii Kbw High Div stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 590 shares of KBWD stock, worth $7,988. This represents 0.0% of its overall portfolio holdings.

Number of Shares
590
Previous 590 -0.0%
Holding current value
$7,988
Previous $8,000 12.5%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2024
BUY
$14.55 - $15.75 $2,910 - $3,150
200 Added 51.28%
590 $8,000
Q3 2023

Nov 03, 2023
SELL
$15.0 - $16.67 $675 - $750
-45 Reduced 10.34%
390 $5,000
Q1 2023

May 11, 2023
BUY
$13.88 - $17.63 $624 - $793
45 Added 11.54%
435 $6,000
Q4 2022

Feb 09, 2023
BUY
$13.72 - $16.52 $5,350 - $6,442
390 New
390 $5,000

Others Institutions Holding KBWD

# of Institutions
87
Shares Held
6.16M
Call Options Held
19.1K
Put Options Held
0
View Full List

About INVESCO ETF TR II KBW HIGH DIV

KBWD Quotes by TradingView
  • Ticker KBWD
  • Sector ETFs
  • Industry ETFs
More about KBWD
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email