5T Wealth, LLC BBUS Holdings History
5T Wealth, LLC's JPMorgan BetaBuilders U.S. Equity ETF Holding Summary
As of 2025-03-31, 5T Wealth, LLC held 90,002.00 shares of JPMorgan BetaBuilders U.S. Equity ETF(BBUS), totaling $9.08 Mil. This investment constitutes 4.87% of their stock portfolio, and 5T Wealth, LLC now holds 0.21% of the outstanding JPMorgan BetaBuilders U.S. Equity ETF(BBUS) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $106.33 for 6,791.00 shares. Based on historical transaction data and BBUS's current price of $113.72, 5T Wealth, LLC's estimated gain on his BBUS holdings is $637,044.81, reflecting a 6.17% gain to date.
5T Wealth, LLC BBUS ($113.72) Holding Chart
5T Wealth, LLC BBUS ($113.72) 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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