Number of Shares
585,327.00
Current Holdings Value*
$47.41 Mil
% of Portfolio
3.87%
Total Estimate Gain
$105.44 Mil
% of Total Estimate Gain
119.13%

FAS Wealth Partners, Inc.'s BTC iShares Morningstar Large-Cap Growth ETF Holding Summary

As of 2025-03-31, FAS Wealth Partners, Inc. held 585,327.00 shares of BTC iShares Morningstar Large-Cap Growth ETF(JKE), totaling $47.41 Mil. This investment constitutes 3.87% of their stock portfolio, and FAS Wealth Partners, Inc. now holds -% of the outstanding BTC iShares Morningstar Large-Cap Growth ETF(JKE) stock.

The initial trade took place in 2017Q1. And since then FAS Wealth Partners, Inc. has made 14 purchases of JKE, at an average price of $87.36, for a total of 1.01 Mil shares. In addition, there have been 7 sales at an average price of $65.03 for 427,818.00 shares. Based on historical transaction data and JKE's current price of $283.81, FAS Wealth Partners, Inc.'s estimated gain on his JKE holdings is $105.44 Mil, reflecting a 119.13% gain to date.

FAS Wealth Partners, Inc. JKE ($283.81) Holding Chart

FAS Wealth Partners, Inc. 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 %

Top Ranked Articles

  • 1