Number of Shares
1.33 Mil
Current Holdings Value*
$33.23 Mil
% of Portfolio
3.33%
Total Estimate Gain
$1.30 Mil
% of Total Estimate Gain
3.88%

J. L. Bainbridge & Co., Inc.'s iShares Large Cap Max Buffer Sep ETF Holding Summary

As of 2025-03-31, J. L. Bainbridge & Co., Inc. held 1.33 Mil shares of iShares Large Cap Max Buffer Sep ETF(SMAX), totaling $33.23 Mil. This investment constitutes 3.33% of their stock portfolio, and J. L. Bainbridge & Co., Inc. now holds 28.85% of the outstanding iShares Large Cap Max Buffer Sep ETF(SMAX) stock.

The initial trade took place in 2024Q4. And since then J. L. Bainbridge & Co., Inc. has made 2 purchases of SMAX, at an average price of $25.30, for a total of 1.33 Mil shares. Based on historical transaction data and SMAX's current price of $26.29, J. L. Bainbridge & Co., Inc.'s estimated gain on his SMAX holdings is $1.30 Mil, reflecting a 3.88% gain to date.

J. L. Bainbridge & Co., Inc. SMAX ($26.29) Holding Chart

J. L. Bainbridge & Co., Inc. SMAX ($26.29) 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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