JIM SAULNIER & ASSOCIATES, LLC JKD Holdings History
JIM SAULNIER & ASSOCIATES, LLC's BTC iShares Morningstar Large-Cap ETF Holding Summary
As of 2025-03-31, JIM SAULNIER & ASSOCIATES, LLC held 41,644.00 shares of BTC iShares Morningstar Large-Cap ETF(JKD), totaling $3.22 Mil. This investment constitutes 2.52% of their stock portfolio, and JIM SAULNIER & ASSOCIATES, LLC now holds -% of the outstanding BTC iShares Morningstar Large-Cap ETF(JKD) stock.
The initial trade took place in 2024Q3. And since then JIM SAULNIER & ASSOCIATES, LLC has made 2 purchases of JKD, at an average price of $77.55, for a total of 41,644.00 shares. Based on historical transaction data and JKD's current price of $221.91, JIM SAULNIER & ASSOCIATES, LLC's estimated gain on his JKD holdings is $6.01 Mil, reflecting a 186.14% gain to date.
JIM SAULNIER & ASSOCIATES, LLC JKD ($221.91) Holding Chart
JIM SAULNIER & ASSOCIATES, LLC JKD ($221.91) 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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