Number of Shares
284,068.00
Current Holdings Value*
$17.83 Mil
% of Portfolio
1.97%
Total Estimate Gain
$11.87 Mil
% of Total Estimate Gain
33.93%

SOL Capital Management CO's Invesco KBW Bank ETF Holding Summary

As of 2025-03-31, SOL Capital Management CO held 284,068.00 shares of Invesco KBW Bank ETF(KBWB), totaling $17.83 Mil. This investment constitutes 1.97% of their stock portfolio, and SOL Capital Management CO now holds 0.5% of the outstanding Invesco KBW Bank ETF(KBWB) stock.

The initial trade took place in 2017Q1. And since then SOL Capital Management CO has made 10 purchases of KBWB, at an average price of $47.22, for a total of 740,924.00 shares. In addition, there have been 15 sales at an average price of $56.20 for 456,856.00 shares. Based on historical transaction data and KBWB's current price of $74.55, SOL Capital Management CO's estimated gain on his KBWB holdings is $11.87 Mil, reflecting a 33.93% gain to date.

SOL Capital Management CO KBWB ($74.55) Holding Chart

SOL Capital Management CO KBWB ($74.55) 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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