BELLEVUE ASSET MANAGEMENT, LLC TEK Holdings History
BELLEVUE ASSET MANAGEMENT, LLC's iShares Technology Opportunities Active ETF Holding Summary
As of 2025-06-30, BELLEVUE ASSET MANAGEMENT, LLC held 112,842.00 shares of iShares Technology Opportunities Active ETF(TEK), totaling $3.18 Mil. This investment constitutes 1.55% of their stock portfolio, and BELLEVUE ASSET MANAGEMENT, LLC now holds 13.43% of the outstanding iShares Technology Opportunities Active ETF(TEK) stock.
The initial trade took place in 2025Q1. And since then BELLEVUE ASSET MANAGEMENT, LLC has made 2 purchases of TEK, at an average price of $25.39, for a total of 112,842.00 shares. Based on historical transaction data and TEK's current price of $28.50, BELLEVUE ASSET MANAGEMENT, LLC's estimated gain on his TEK holdings is $351,987.79, reflecting a 12.29% gain to date.
BELLEVUE ASSET MANAGEMENT, LLC TEK ($28.50) Holding Chart
BELLEVUE ASSET MANAGEMENT, LLC TEK ($28.50) 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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