Number of Shares
1.65 Mil
Current Holdings Value*
$101.18 Mil
% of Portfolio
1.18%
Total Estimate Gain
$13.05 Mil
% of Total Estimate Gain
13.34%

Integrated Wealth Concepts LLC's JPMorgan BetaBuilders International Equity ETF Holding Summary

As of 2025-03-31, Integrated Wealth Concepts LLC held 1.65 Mil shares of JPMorgan BetaBuilders International Equity ETF(BBIN), totaling $101.18 Mil. This investment constitutes 1.18% of their stock portfolio, and Integrated Wealth Concepts LLC now holds 2.08% of the outstanding JPMorgan BetaBuilders International Equity ETF(BBIN) stock.

The initial trade took place in 2022Q2. And since then Integrated Wealth Concepts LLC has made 11 purchases of BBIN, at an average price of $59.43, for a total of 1.65 Mil shares. In addition, there have been 1 sales at an average price of $47.20 for 610.00 shares. Based on historical transaction data and BBIN's current price of $67.37, Integrated Wealth Concepts LLC's estimated gain on his BBIN holdings is $13.05 Mil, reflecting a 13.34% gain to date.

Integrated Wealth Concepts LLC BBIN ($67.37) Holding Chart

Integrated Wealth Concepts LLC BBIN ($67.37) 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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