Spire Wealth Management Invesco ETF Tr Ii Kbw Premium Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

A detailed history of Spire Wealth Management transactions in Invesco ETF Tr Ii Kbw Premium stock. As of the latest transaction made, Spire Wealth Management holds 5,501 shares of KBWY stock, worth $112,275. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,501

Previous 5,501 -0.0%

Holding current value

$112,275

Previous $98,000 18.37%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	SELL	$16.02 - $20.55 $14,385 - $18,453	-898 Reduced 14.03%	5,501 $111,000
Q3 2023 Nov 08, 2023	BUY	$17.11 - $19.77 $290 - $336	17 Added 0.27%	6,399 $111,000
Q2 2023 Aug 09, 2023	BUY	$16.18 - $18.39 $372 - $422	23 Added 0.36%	6,382 $114,000
Q1 2023 May 09, 2023	BUY	$16.66 - $22.68 $299 - $408	18 Added 0.28%	6,359 $116,000
Q4 2022 Feb 03, 2023	BUY	$18.28 - $21.14 $115,913 - $134,048	6,341 New	6,341 $124,000
Q2 2022 Jul 22, 2022	BUY	$21.12 - $25.85 $274 - $336	13 Added 0.21%	6,311 $139,000
Q1 2022 Apr 18, 2022	BUY	$23.7 - $26.25 $237 - $262	10 Added 0.16%	6,298 $160,000
Q4 2021 Jan 14, 2022	BUY	$22.67 - $25.68 $226 - $256	10 Added 0.16%	6,288 $161,000
Q3 2021 Oct 22, 2021	BUY	$22.96 - $24.35 $144,142 - $152,869	6,278 New	6,278 $145,000

Others Institutions Holding KBWY

# of Institutions

Shares Held

1.78M

Call Options Held

Put Options Held

View Full List

About INVESCO ETF TR II KBW PREMIUM

Ticker KBWY
Sector ETFs
Industry ETFs

More about KBWY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Account

Spire Wealth Management Invesco ETF Tr Ii Kbw Premium Transaction History