Clearstead Trust, LLC JKE Holdings History
Clearstead Trust, LLC's BTC iShares Morningstar Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Clearstead Trust, LLC held 506,592.00 shares of BTC iShares Morningstar Large-Cap Growth ETF(JKE), totaling $41.03 Mil. This investment constitutes 9.13% of their stock portfolio, and Clearstead Trust, LLC now holds -% of the outstanding BTC iShares Morningstar Large-Cap Growth ETF(JKE) stock.
The initial trade took place in 2022Q3. And since then Clearstead Trust, LLC has made 2 purchases of JKE, at an average price of $54.97, for a total of 881,545.00 shares. In addition, there have been 9 sales at an average price of $61.72 for 374,953.00 shares. Based on historical transaction data and JKE's current price of $283.81, Clearstead Trust, LLC's estimated gain on his JKE holdings is $118.45 Mil, reflecting a 244.42% gain to date.
Clearstead Trust, LLC JKE ($283.81) Holding Chart
Clearstead Trust, LLC JKE ($283.81) 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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