Steward Partners Investment Advisory, LLC Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Invesco ETF Tr Ii Kbw Bank ETF stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 588 shares of KBWB stock, worth $37,349. This represents 0.0% of its overall portfolio holdings.

Number of Shares

588

Previous 627 6.22%

Holding current value

$37,349

Previous $36,000 5.56%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$57.27 - $71.33 $2,233 - $2,781	-39 Reduced 6.22%	588 $38,000
Q3 2024 Nov 14, 2024	BUY	$53.15 - $59.61 $33,325 - $37,375	627 New	627 $36,000
Q3 2023 Nov 13, 2023	SELL	$39.52 - $45.81 $3,082 - $3,573	-78 Reduced 52.35%	71 $2,000
Q2 2023 Aug 14, 2023	SELL	$37.0 - $43.94 $194,953 - $231,519	-5,269 Reduced 97.25%	149 $6,000
Q1 2023 May 15, 2023	BUY	$39.87 - $59.12 $184,358 - $273,370	4,624 Added 582.37%	5,418 $227,000
Q4 2022 Feb 15, 2023	BUY	$48.57 - $56.54 $922 - $1,074	19 Added 2.45%	794 $40,000
Q3 2022 Nov 10, 2022	BUY	$49.12 - $59.4 $38,068 - $46,035	775 New	775 $38,000

Others Institutions Holding KBWB

# of Institutions

215

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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Steward Partners Investment Advisory, LLC Invesco ETF Tr Ii Kbw Bank ETF Transaction History