BBJS FINANCIAL ADVISORS, LLC XME Holdings History
BBJS FINANCIAL ADVISORS, LLC's SPDR Metals & Mining ETF Holding Summary
As of 2024-09-30, BBJS FINANCIAL ADVISORS, LLC held 131,660.00 shares of SPDR Metals & Mining ETF(XME), totaling $8.39 Mil. This investment constitutes 2.99% of their stock portfolio, and BBJS FINANCIAL ADVISORS, LLC now holds 0.47% of the outstanding SPDR Metals & Mining ETF(XME) stock.
The initial trade took place in 2022Q4. And since then BBJS FINANCIAL ADVISORS, LLC has made 5 purchases of XME, at an average price of $53.80, for a total of 236,476.00 shares. In addition, there have been 2 sales at an average price of $56.57 for 104,816.00 shares. Based on historical transaction data and XME's current price of $68.49, BBJS FINANCIAL ADVISORS, LLC's estimated gain on his XME holdings is $2.22 Mil, reflecting a 17.48% gain to date.
BBJS FINANCIAL ADVISORS, LLC XME ($68.49) Holding Chart
BBJS FINANCIAL ADVISORS, LLC XME ($68.49) 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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