Summit Trail Advisors, LLC KBWB Holdings History
Summit Trail Advisors, LLC's Invesco KBW Bank ETF Holding Summary
As of 2025-03-31, Summit Trail Advisors, LLC held 672,954.00 shares of Invesco KBW Bank ETF(KBWB), totaling $42.24 Mil. This investment constitutes 1.39% of their stock portfolio, and Summit Trail Advisors, LLC now holds 1.17% of the outstanding Invesco KBW Bank ETF(KBWB) stock.
The initial trade took place in 2024Q4. And since then Summit Trail Advisors, LLC has made 2 purchases of KBWB, at an average price of $66.46, for a total of 672,954.00 shares. Based on historical transaction data and KBWB's current price of $72.19, Summit Trail Advisors, LLC's estimated gain on his KBWB holdings is $3.86 Mil, reflecting a 8.63% gain to date.
Summit Trail Advisors, LLC KBWB ($72.19) Holding Chart
Summit Trail Advisors, LLC KBWB ($72.19) 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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