DB Wealth Management Group, LLC JKE Holdings History
DB Wealth Management Group, LLC's BTC iShares Morningstar Large-Cap Growth ETF Holding Summary
As of 2023-12-31, DB Wealth Management Group, LLC held 102,085.00 shares of BTC iShares Morningstar Large-Cap Growth ETF(JKE), totaling $6.92 Mil. This investment constitutes 3.93% of their stock portfolio, and DB Wealth Management Group, LLC now holds -% of the outstanding BTC iShares Morningstar Large-Cap Growth ETF(JKE) stock.
The initial trade took place in 2020Q4. And since then DB Wealth Management Group, LLC has made 5 purchases of JKE, at an average price of $81.58, for a total of 117,582.00 shares. In addition, there have been 6 sales at an average price of $58.00 for 15,497.00 shares. Based on historical transaction data and JKE's current price of $283.81, DB Wealth Management Group, LLC's estimated gain on his JKE holdings is $20.28 Mil, reflecting a 211.42% gain to date.
DB Wealth Management Group, LLC JKE ($283.81) Holding Chart
DB Wealth Management Group, 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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