Number of Shares
66,304.00
Current Holdings Value*
$5.37 Mil
% of Portfolio
4.62%
Total Estimate Gain
$15.17 Mil
% of Total Estimate Gain
415.67%

Ipsen Advisor Group LLC's BTC iShares Morningstar Large-Cap Growth ETF Holding Summary

As of 2025-03-31, Ipsen Advisor Group LLC held 66,304.00 shares of BTC iShares Morningstar Large-Cap Growth ETF(JKE), totaling $5.37 Mil. This investment constitutes 4.62% of their stock portfolio, and Ipsen Advisor Group LLC now holds -% of the outstanding BTC iShares Morningstar Large-Cap Growth ETF(JKE) stock.

The initial trade took place in 2022Q4. And since then Ipsen Advisor Group LLC has made 2 purchases of JKE, at an average price of $55.04, for a total of 66,304.00 shares. Based on historical transaction data and JKE's current price of $283.81, Ipsen Advisor Group LLC's estimated gain on his JKE holdings is $15.17 Mil, reflecting a 415.67% gain to date.

Ipsen Advisor Group LLC JKE ($283.81) Holding Chart

Ipsen Advisor 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 %

Top Ranked Articles

  • 1