Pinnacle Wealth Management Group, Inc. KBWB Holdings History
Pinnacle Wealth Management Group, Inc.'s Invesco KBW Bank ETF Holding Summary
As of 2025-03-31, Pinnacle Wealth Management Group, Inc. held 33,019.00 shares of Invesco KBW Bank ETF(KBWB), totaling $2.07 Mil. This investment constitutes 1.45% of their stock portfolio, and Pinnacle Wealth Management Group, Inc. now holds 0.06% of the outstanding Invesco KBW Bank ETF(KBWB) stock.
The initial trade took place in 2025Q1. And since then Pinnacle Wealth Management Group, Inc. has made 1 purchases of KBWB, at an average price of $67.25, for a total of 33,019.00 shares. Based on historical transaction data and KBWB's current price of $73.78, Pinnacle Wealth Management Group, Inc.'s estimated gain on his KBWB holdings is $215,614.07, reflecting a 9.71% gain to date.
Pinnacle Wealth Management Group, Inc. KBWB ($73.78) Holding Chart
Pinnacle Wealth Management Group, Inc. 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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