Aspire Wealth Management Corp JKE Holdings History
Aspire Wealth Management Corp's BTC iShares Morningstar Large-Cap Growth ETF Holding Summary
As of 2024-09-30, Aspire Wealth Management Corp held 98,778.00 shares of BTC iShares Morningstar Large-Cap Growth ETF(JKE), totaling $8.30 Mil. This investment constitutes 4.47% of their stock portfolio, and Aspire Wealth Management Corp now holds -% of the outstanding BTC iShares Morningstar Large-Cap Growth ETF(JKE) stock.
The initial trade took place in 2021Q4. And since then Aspire Wealth Management Corp has made 4 purchases of JKE, at an average price of $70.11, for a total of 105,887.00 shares. In addition, there have been 7 sales at an average price of $57.73 for 7,109.00 shares. Based on historical transaction data and JKE's current price of $283.81, Aspire Wealth Management Corp's estimated gain on his JKE holdings is $21.02 Mil, reflecting a 283.17% gain to date.
Aspire Wealth Management Corp JKE ($283.81) Holding Chart
Aspire Wealth Management Corp JKE ($283.81) 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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