Summit Trail Advisors, LLC PPA Holdings History
Summit Trail Advisors, LLC's Invesco Aerospace & Defense ETF Holding Summary
As of 2025-03-31, Summit Trail Advisors, LLC held 329,009.00 shares of Invesco Aerospace & Defense ETF(PPA), totaling $38.35 Mil. This investment constitutes 1.26% of their stock portfolio, and Summit Trail Advisors, LLC now holds 0.85% of the outstanding Invesco Aerospace & Defense ETF(PPA) stock.
The initial trade took place in 2022Q1. And since then Summit Trail Advisors, LLC has made 8 purchases of PPA, at an average price of $75.25, for a total of 645,284.00 shares. In addition, there have been 5 sales at an average price of $112.18 for 316,275.00 shares. Based on historical transaction data and PPA's current price of $144.46, Summit Trail Advisors, LLC's estimated gain on his PPA holdings is $34.45 Mil, reflecting a 70.95% gain to date.
Summit Trail Advisors, LLC PPA ($144.46) Holding Chart
Summit Trail Advisors, LLC PPA ($144.46) 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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