Centerline Wealth Advisors, LLC JAVA Holdings History
Number of Shares
127,225.00
Current Holdings Value*
$8.33 Mil
% of Portfolio
4.09%
Total Estimate Gain
$600,502.00
% of Total Estimate Gain
7.56%
Centerline Wealth Advisors, LLC's JPMorgan Active Value ETF Holding Summary
As of 2025-06-30, Centerline Wealth Advisors, LLC held 127,225.00 shares of JPMorgan Active Value ETF(JAVA), totaling $8.33 Mil. This investment constitutes 4.09% of their stock portfolio, and Centerline Wealth Advisors, LLC now holds 0.22% of the outstanding JPMorgan Active Value ETF(JAVA) stock.
The initial trade took place in 2025Q2. And since then Centerline Wealth Advisors, LLC has made 1 purchases of JAVA, at an average price of $62.46, for a total of 127,225.00 shares. Based on historical transaction data and JAVA's current price of $67.18, Centerline Wealth Advisors, LLC's estimated gain on his JAVA holdings is $600,502.00, reflecting a 7.56% gain to date.
Centerline Wealth Advisors, LLC JAVA ($67.18) Holding Chart
Centerline Wealth Advisors, LLC JAVA ($67.18) 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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