JFS WEALTH ADVISORS, LLC BTHM Holdings History
JFS WEALTH ADVISORS, LLC's BLACKROCK ETF TRUS Holding Summary
As of 2025-03-31, JFS WEALTH ADVISORS, LLC held 43,997.00 shares of BLACKROCK ETF TRUS(BTHM), totaling $1.39 Mil. This investment constitutes 0.09% of their stock portfolio, and JFS WEALTH ADVISORS, LLC now holds 10.48% of the outstanding BLACKROCK ETF TRUS(BTHM) stock.
The initial trade took place in 2025Q1. And since then JFS WEALTH ADVISORS, LLC has made 1 purchases of BTHM, at an average price of $33.64, for a total of 43,997.00 shares. Based on historical transaction data and BTHM's current price of $33.22, JFS WEALTH ADVISORS, LLC's estimated gain on his BTHM holdings is $-18,417.14, reflecting a -1.24% gain to date.
JFS WEALTH ADVISORS, LLC BTHM ($33.22) Holding Chart
JFS WEALTH ADVISORS, LLC BTHM ($33.22) 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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