AVAII WEALTH MANAGEMENT, LLC JBND Holdings History
AVAII WEALTH MANAGEMENT, LLC's JP MORGAN ETF TRUS Holding Summary
As of 2025-06-30, AVAII WEALTH MANAGEMENT, LLC held 22,700.00 shares of JP MORGAN ETF TRUS(JBND), totaling $1.22 Mil. This investment constitutes 0.54% of their stock portfolio, and AVAII WEALTH MANAGEMENT, LLC now holds 0.05% of the outstanding JP MORGAN ETF TRUS(JBND) stock.
The initial trade took place in 2024Q3. And since then AVAII WEALTH MANAGEMENT, LLC has made 1 purchases of JBND, at an average price of $53.72, for a total of 334,903.00 shares. In addition, there have been 3 sales at an average price of $52.82 for 312,203.00 shares. Based on historical transaction data and JBND's current price of $52.93, AVAII WEALTH MANAGEMENT, LLC's estimated gain on his JBND holdings is $-298,301.02, reflecting a -1.66% gain to date.
AVAII WEALTH MANAGEMENT, LLC JBND ($52.93) Holding Chart
AVAII WEALTH MANAGEMENT, LLC JBND ($52.93) 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
