AGH Wealth Advisors, LLC JBND Holdings History
AGH Wealth Advisors, LLC's JP MORGAN ETF TRUS Holding Summary
As of 2025-03-31, AGH Wealth Advisors, LLC held 113,203.00 shares of JP MORGAN ETF TRUS(JBND), totaling $6.06 Mil. This investment constitutes 5.85% of their stock portfolio, and AGH Wealth Advisors, LLC now holds 0.35% of the outstanding JP MORGAN ETF TRUS(JBND) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $52.79 for 24,134.00 shares. Based on historical transaction data and JBND's current price of $52.98, AGH Wealth Advisors, LLC's estimated gain on his JBND holdings is $-18,319.16, reflecting a -0.25% gain to date.
AGH Wealth Advisors, LLC JBND ($52.98) Holding Chart
AGH Wealth Advisors, LLC JBND ($52.98) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
