Number of Shares
55,331.00
Current Holdings Value*
$2.31 Mil
% of Portfolio
0.82%
Total Estimate Gain
$-12,172.82
% of Total Estimate Gain
-0.53%

BBJS FINANCIAL ADVISORS, LLC's SPDR Blackstone Senior Loan ETF Holding Summary

As of 2024-09-30, BBJS FINANCIAL ADVISORS, LLC held 55,331.00 shares of SPDR Blackstone Senior Loan ETF(SRLN), totaling $2.31 Mil. This investment constitutes 0.82% of their stock portfolio, and BBJS FINANCIAL ADVISORS, LLC now holds 0.04% of the outstanding SPDR Blackstone Senior Loan ETF(SRLN) stock.

The initial trade took place in 2024Q3. And since then BBJS FINANCIAL ADVISORS, LLC has made 1 purchases of SRLN, at an average price of $41.62, for a total of 55,331.00 shares. Based on historical transaction data and SRLN's current price of $41.40, BBJS FINANCIAL ADVISORS, LLC's estimated gain on his SRLN holdings is $-12,172.82, reflecting a -0.53% gain to date.

BBJS FINANCIAL ADVISORS, LLC SRLN ($41.40) Holding Chart

BBJS FINANCIAL ADVISORS, LLC SRLN ($41.40) 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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