Ipsen Advisor Group LLC JKE Holdings History
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 % |
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