JUNCTURE WEALTH STRATEGIES, LLC KBWB Holdings History
JUNCTURE WEALTH STRATEGIES, LLC's Invesco KBW Bank ETF Holding Summary
As of 2025-06-30, JUNCTURE WEALTH STRATEGIES, LLC held 28,572.00 shares of Invesco KBW Bank ETF(KBWB), totaling $2.05 Mil. This investment constitutes 0.73% of their stock portfolio, and JUNCTURE WEALTH STRATEGIES, LLC now holds 0.04% of the outstanding Invesco KBW Bank ETF(KBWB) stock.
The initial trade took place in 2024Q4. And since then JUNCTURE WEALTH STRATEGIES, LLC has made 3 purchases of KBWB, at an average price of $64.76, for a total of 28,572.00 shares. Based on historical transaction data and KBWB's current price of $73.78, JUNCTURE WEALTH STRATEGIES, LLC's estimated gain on his KBWB holdings is $257,777.41, reflecting a 13.93% gain to date.
JUNCTURE WEALTH STRATEGIES, LLC KBWB ($73.78) Holding Chart
JUNCTURE WEALTH STRATEGIES, 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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