Wharton Business Group, LLC KBWB Holdings History
Wharton Business Group, LLC's Invesco KBW Bank ETF Holding Summary
As of 2025-03-31, Wharton Business Group, LLC held 1.80 Mil shares of Invesco KBW Bank ETF(KBWB), totaling $112.81 Mil. This investment constitutes 5.1% of their stock portfolio, and Wharton Business Group, LLC now holds 3.1% of the outstanding Invesco KBW Bank ETF(KBWB) stock.
The initial trade took place in 2017Q1. And since then Wharton Business Group, LLC has made 11 purchases of KBWB, at an average price of $48.83, for a total of 4.26 Mil shares. In addition, there have been 14 sales at an average price of $56.59 for 2.46 Mil shares. Based on historical transaction data and KBWB's current price of $69.35, Wharton Business Group, LLC's estimated gain on his KBWB holdings is $55.99 Mil, reflecting a 26.91% gain to date.
Wharton Business Group, LLC KBWB ($69.35) Holding Chart
Wharton Business Group, LLC KBWB ($69.35) 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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