A detailed history of Guardian Wealth Advisors, LLC transactions in Invesco ETF Tr Ii Kbw Bank ETF stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 114 shares of KBWB stock, worth $7,360. This represents 0.0% of its overall portfolio holdings.

Number of Shares
114
Previous 114 -0.0%
Holding current value
$7,360
Previous $6,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2024

SELL
$49.58 - $55.33 $4,958 - $5,533
-100 Reduced 46.73%
114 $6,000
Q1 2024

May 15, 2024

SELL
$47.05 - $53.66 $7,763 - $8,853
-165 Reduced 43.54%
214 $11,000
Q4 2023

Feb 14, 2024

SELL
$36.74 - $49.8 $2,498 - $3,386
-68 Reduced 15.21%
379 $18,000
Q2 2023

Aug 14, 2023

BUY
$37.0 - $43.94 $925 - $1,098
25 Added 5.92%
447 $18,000
Q1 2023

May 15, 2023

BUY
$39.87 - $59.12 $4,385 - $6,503
110 Added 35.26%
422 $17,000
Q3 2022

Nov 14, 2022

BUY
$49.12 - $59.4 $15,325 - $18,532
312 New
312 $15,000

Others Institutions Holding KBWB

About INVESCO ETF TR II KBW BANK ETF


  • Ticker KBWB
  • Sector ETFs
  • Industry ETFs
More about KBWB
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