Alaska Wealth Advisors BBRE Holdings History
Alaska Wealth Advisors's JPMorgan BetaBuilders MSCI U.S. REIT ETF Holding Summary
As of 2025-03-31, Alaska Wealth Advisors held 231,686.00 shares of JPMorgan BetaBuilders MSCI U.S. REIT ETF(BBRE), totaling $21.78 Mil. This investment constitutes 3.41% of their stock portfolio, and Alaska Wealth Advisors now holds 2.4% of the outstanding JPMorgan BetaBuilders MSCI U.S. REIT ETF(BBRE) stock.
The initial trade took place in 2021Q3. And since then Alaska Wealth Advisors has made 11 purchases of BBRE, at an average price of $96.03, for a total of 304,841.00 shares. In addition, there have been 4 sales at an average price of $83.68 for 73,155.00 shares. Based on historical transaction data and BBRE's current price of $92.64, Alaska Wealth Advisors's estimated gain on his BBRE holdings is $-1.69 Mil, reflecting a -5.76% gain to date.
Alaska Wealth Advisors BBRE ($92.64) Holding Chart
Alaska Wealth Advisors BBRE ($92.64) 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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