Number of Shares
753.00
Current Holdings Value*
$27,990.00
% of Portfolio
0.01%
Total Estimate Gain
$686,850.22
% of Total Estimate Gain
24.06%

BBJS FINANCIAL ADVISORS, LLC's GLOBAL X FDS Holding Summary

As of 2024-09-30, BBJS FINANCIAL ADVISORS, LLC held 753.00 shares of GLOBAL X FDS(AIQ), totaling $27,990.00. This investment constitutes 0.01% of their stock portfolio, and BBJS FINANCIAL ADVISORS, LLC now holds 0% of the outstanding GLOBAL X FDS(AIQ) stock.

The initial trade took place in 2023Q3. And since then BBJS FINANCIAL ADVISORS, LLC has made 2 purchases of AIQ, at an average price of $28.12, for a total of 101,527.00 shares. In addition, there have been 3 sales at an average price of $34.82 for 100,774.00 shares. Based on historical transaction data and AIQ's current price of $43.77, BBJS FINANCIAL ADVISORS, LLC's estimated gain on his AIQ holdings is $686,850.22, reflecting a 24.06% gain to date.

BBJS FINANCIAL ADVISORS, LLC AIQ ($43.77) Holding Chart

BBJS FINANCIAL ADVISORS, LLC AIQ ($43.77) 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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