Avantax Planning Partners, Inc. JPIB Holdings History
Avantax Planning Partners, Inc.'s JPMorgan International Bond Opportunities ETF Holding Summary
As of 2025-03-31, Avantax Planning Partners, Inc. held 747,202.00 shares of JPMorgan International Bond Opportunities ETF(JPIB), totaling $35.78 Mil. This investment constitutes 1.27% of their stock portfolio, and Avantax Planning Partners, Inc. now holds 5.01% of the outstanding JPMorgan International Bond Opportunities ETF(JPIB) stock.
The initial trade took place in 2021Q2. And since then Avantax Planning Partners, Inc. has made 10 purchases of JPIB, at an average price of $47.19, for a total of 800,594.00 shares. In addition, there have been 7 sales at an average price of $46.74 for 53,392.00 shares. Based on historical transaction data and JPIB's current price of $48.56, Avantax Planning Partners, Inc.'s estimated gain on his JPIB holdings is $999,691.97, reflecting a 2.65% gain to date.
Avantax Planning Partners, Inc. JPIB ($48.56) Holding Chart
Avantax Planning Partners, Inc. JPIB ($48.56) 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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