Foundations Investment Advisors, LLC Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Foundations Investment Advisors, LLC

  • $6.26 Billion
  • Q3 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Invesco ETF Tr Ii Kbw Bank ETF stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 240,635 shares of KBWB stock, worth $18.5 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
240,635
Previous 204,669 17.57%
Holding current value
$18.5 Million
Previous $14.7 Million 28.39%
% of portfolio
0.3%
Previous 0.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$71.75 - $79.74 $2.58 Million - $2.87 Million
35,966 Added 17.57%
240,635 $18.8 Million
Q2 2025

Aug 08, 2025
BUY
$53.5 - $71.62 $505,468 - $676,665
9,448 Added 4.84%
204,669 $14.7 Million
Q1 2025

May 07, 2025
BUY
$60.05 - $72.21 $11.7 Million - $14.1 Million
195,221 New
195,221 $12.3 Million

Others Institutions Holding KBWB

# of Institutions
280
Shares Held
58.2M
Call Options Held
510K
Put Options Held
338K
View Full List

About INVESCO ETF TR II KBW BANK ETF

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