Archford Capital Strategies, LLC BBUS Holdings History
Archford Capital Strategies, LLC's JPMorgan BetaBuilders U.S. Equity ETF Holding Summary
As of 2025-06-30, Archford Capital Strategies, LLC held 62,679.00 shares of JPMorgan BetaBuilders U.S. Equity ETF(BBUS), totaling $7.02 Mil. This investment constitutes 0.9% of their stock portfolio, and Archford Capital Strategies, LLC now holds 0.14% of the outstanding JPMorgan BetaBuilders U.S. Equity ETF(BBUS) stock.
The initial trade took place in 2023Q3. And since then Archford Capital Strategies, LLC has made 6 purchases of BBUS, at an average price of $87.10, for a total of 99,720.00 shares. In addition, there have been 2 sales at an average price of $104.48 for 37,041.00 shares. Based on historical transaction data and BBUS's current price of $114.63, Archford Capital Strategies, LLC's estimated gain on his BBUS holdings is $2.37 Mil, reflecting a 27.27% gain to date.
Archford Capital Strategies, LLC BBUS ($114.63) Holding Chart
Archford Capital Strategies, LLC BBUS ($114.63) 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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