Cornerstone Wealth Management, LLC BBUS Holdings History
Cornerstone Wealth Management, LLC's JPMorgan BetaBuilders U.S. Equity ETF Holding Summary
As of 2025-03-31, Cornerstone Wealth Management, LLC held 723,582.00 shares of JPMorgan BetaBuilders U.S. Equity ETF(BBUS), totaling $73.00 Mil. This investment constitutes 4.94% of their stock portfolio, and Cornerstone Wealth Management, LLC now holds 1.68% of the outstanding JPMorgan BetaBuilders U.S. Equity ETF(BBUS) stock.
The initial trade took place in 2022Q1. And since then Cornerstone Wealth Management, LLC has made 8 purchases of BBUS, at an average price of $82.73, for a total of 788,747.00 shares. In addition, there have been 4 sales at an average price of $76.94 for 65,165.00 shares. Based on historical transaction data and BBUS's current price of $113.72, Cornerstone Wealth Management, LLC's estimated gain on his BBUS holdings is $22.04 Mil, reflecting a 33.78% gain to date.
Cornerstone Wealth Management, LLC BBUS ($113.72) Holding Chart
Cornerstone Wealth Management, LLC BBUS ($113.72) 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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