Wealthsource Partners, LLC Invesco ETF Tr Ii Kbw Premium Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 09, 2023	SELL	$18.28 - $21.14 $1.51 Million - $1.75 Million	-82,720 Reduced 87.72%	11,575 $225,000
Q3 2022 Nov 14, 2022	BUY	$18.53 - $24.17 $734,436 - $957,977	39,635 Added 72.51%	94,295 $1.79 Million
Q2 2022 Aug 10, 2022	BUY	$21.12 - $25.85 $86,592 - $105,985	4,100 Added 8.11%	54,660 $1.21 Million
Q1 2022 May 09, 2022	BUY	$23.7 - $26.25 $53,325 - $59,062	2,250 Added 4.66%	50,560 $1.29 Million
Q4 2021 Feb 14, 2022	BUY	$22.67 - $25.68 $724,533 - $820,732	31,960 Added 195.47%	48,310 $1.24 Million
Q3 2021 Nov 18, 2021	BUY	$22.96 - $24.35 $375,396 - $398,122	16,350 New	16,350 $378,000
Q3 2018 Nov 13, 2018	SELL	N/A	-5,724 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	N/A	5,724 New	5,724 $205,000

Others Institutions Holding KBWY

# of Institutions

51

Shares Held

2.61M

Call Options Held

0

Put Options Held

0

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