Addison Advisors LLC KBWB Holdings History
Addison Advisors LLC's Invesco KBW Bank ETF Holding Summary
As of 2025-03-31, Addison Advisors LLC held 1,706.00 shares of Invesco KBW Bank ETF(KBWB), totaling $107,090.00. This investment constitutes 0.03% of their stock portfolio, and Addison Advisors LLC now holds 0% of the outstanding Invesco KBW Bank ETF(KBWB) stock.
The initial trade took place in 2020Q4. And since then Addison Advisors LLC has made 12 purchases of KBWB, at an average price of $47.73, for a total of 33,716.00 shares. In addition, there have been 4 sales at an average price of $64.98 for 32,010.00 shares. Based on historical transaction data and KBWB's current price of $73.78, Addison Advisors LLC's estimated gain on his KBWB holdings is $596,475.43, reflecting a 37.06% gain to date.
Addison Advisors LLC KBWB ($73.78) Holding Chart
Addison Advisors LLC KBWB ($73.78) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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