Number of Shares
112,547.00
Current Holdings Value*
$11.35 Mil
% of Portfolio
2.67%
Total Estimate Gain
$903,294.33
% of Total Estimate Gain
7.58%

DRIVE WEALTH MANAGEMENT, LLC's JPMorgan BetaBuilders U.S. Equity ETF Holding Summary

As of 2025-03-31, DRIVE WEALTH MANAGEMENT, LLC held 112,547.00 shares of JPMorgan BetaBuilders U.S. Equity ETF(BBUS), totaling $11.35 Mil. This investment constitutes 2.67% of their stock portfolio, and DRIVE WEALTH MANAGEMENT, LLC now holds 0.26% of the outstanding JPMorgan BetaBuilders U.S. Equity ETF(BBUS) stock.

The initial trade took place in 2024Q3. And since then DRIVE WEALTH MANAGEMENT, LLC has made 3 purchases of BBUS, at an average price of $105.91, for a total of 112,547.00 shares. Based on historical transaction data and BBUS's current price of $113.94, DRIVE WEALTH MANAGEMENT, LLC's estimated gain on his BBUS holdings is $903,294.33, reflecting a 7.58% gain to date.

DRIVE WEALTH MANAGEMENT, LLC BBUS ($113.94) Holding Chart

DRIVE WEALTH MANAGEMENT, LLC BBUS ($113.94) 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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