Laidlaw Wealth Management LLC Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Laidlaw Wealth Management LLC

$268 Million
Q4 2024

A detailed history of Laidlaw Wealth Management LLC transactions in Invesco ETF Tr Ii Kbw Bank ETF stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 16,642 shares of KBWB stock, worth $1.15 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

16,642

Previous 16,642 -0.0%

Holding current value

$1.15 Million

Previous $975,000 11.49%

% of portfolio

0.41%

Previous 0.52%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	SELL	$49.58 - $55.33 $49,580 - $55,330	-1,000 Reduced 5.67%	16,642 $890,000
Q2 2023 Aug 11, 2023	SELL	$37.0 - $43.94 $8,806 - $10,457	-238 Reduced 1.33%	17,642 $724,000
Q1 2023 May 12, 2023	SELL	$39.87 - $59.12 $60,961 - $90,394	-1,529 Reduced 7.88%	17,880 $750,000
Q4 2022 Feb 14, 2023	BUY	$48.57 - $56.54 $942,695 - $1.1 Million	19,409 New	19,409 $1 Million
Q2 2020 Aug 19, 2020	SELL	$30.85 - $46.27 $22.3 Million - $33.4 Million	-722,597 Reduced 97.38%	19,409 $742,000
Q2 2020 Aug 13, 2020	BUY	$30.85 - $46.27 $22.3 Million - $33.4 Million	722,154 Added 3637.69%	742,006 $19,000
Q1 2020 May 15, 2020	BUY	$28.82 - $58.64 $572,134 - $1.16 Million	19,852 New	19,852 $665,000

Others Institutions Holding KBWB

# of Institutions

213

Shares Held

29M

Call Options Held

40.2K

Put Options Held

3.8K

View Full List

About INVESCO ETF TR II KBW BANK ETF

Ticker KBWB
Sector ETFs
Industry ETFs

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Laidlaw Wealth Management LLC Invesco ETF Tr Ii Kbw Bank ETF Transaction History