Number of Shares
323,717.00
Current Holdings Value*
$17.14 Mil
% of Portfolio
3.43%
Total Estimate Gain
$37,362.19
% of Total Estimate Gain
0.20%
TLWM's SPDR S&P Bank ETF Holding Summary
As of 2025-03-31, TLWM held 323,717.00 shares of SPDR S&P Bank ETF(KBE), totaling $17.14 Mil. This investment constitutes 3.43% of their stock portfolio, and TLWM now holds 1.2% of the outstanding SPDR S&P Bank ETF(KBE) stock.
The initial trade took place in 2024Q4. And since then TLWM has made 2 purchases of KBE, at an average price of $57.17, for a total of 323,717.00 shares. Based on historical transaction data and KBE's current price of $57.29, TLWM's estimated gain on his KBE holdings is $37,362.19, reflecting a 0.20% gain to date.
TLWM KBE ($57.29) Holding Chart
TLWM KBE ($57.29) 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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