AVAII WEALTH MANAGEMENT, LLC JIVE Holdings History
Number of Shares
102,727.00
Current Holdings Value*
$7.12 Mil
% of Portfolio
3.16%
Total Estimate Gain
$488,816.16
% of Total Estimate Gain
7.40%
AVAII WEALTH MANAGEMENT, LLC's JPMorgan International Value ETF Holding Summary
As of 2025-06-30, AVAII WEALTH MANAGEMENT, LLC held 102,727.00 shares of JPMorgan International Value ETF(JIVE), totaling $7.12 Mil. This investment constitutes 3.16% of their stock portfolio, and AVAII WEALTH MANAGEMENT, LLC now holds 1.53% of the outstanding JPMorgan International Value ETF(JIVE) stock.
The initial trade took place in 2025Q2. And since then AVAII WEALTH MANAGEMENT, LLC has made 1 purchases of JIVE, at an average price of $64.34, for a total of 102,727.00 shares. Based on historical transaction data and JIVE's current price of $69.10, AVAII WEALTH MANAGEMENT, LLC's estimated gain on his JIVE holdings is $488,816.16, reflecting a 7.40% gain to date.
AVAII WEALTH MANAGEMENT, LLC JIVE ($69.10) Holding Chart
AVAII WEALTH MANAGEMENT, LLC JIVE ($69.10) 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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