JIM SAULNIER & ASSOCIATES, LLC JKF Holdings History

Number of Shares

41,214.00

$3.36 Mil

% of Portfolio

2.63%

Total Estimate Gain

$1.74 Mil

% of Total Estimate Gain

52.69%

JIM SAULNIER & ASSOCIATES, LLC's BTC iShares Morningstar Large-Cap Value ETF Holding Summary

As of 2025-03-31, JIM SAULNIER & ASSOCIATES, LLC held 41,214.00 shares of BTC iShares Morningstar Large-Cap Value ETF(JKF), totaling $3.36 Mil. This investment constitutes 2.63% of their stock portfolio, and JIM SAULNIER & ASSOCIATES, LLC now holds -% of the outstanding BTC iShares Morningstar Large-Cap Value ETF(JKF) stock.

The initial trade took place in 2024Q3. And since then JIM SAULNIER & ASSOCIATES, LLC has made 2 purchases of JKF, at an average price of $80.03, for a total of 41,214.00 shares. Based on historical transaction data and JKF's current price of $122.19, JIM SAULNIER & ASSOCIATES, LLC's estimated gain on his JKF holdings is $1.74 Mil, reflecting a 52.69% gain to date.

JIM SAULNIER & ASSOCIATES, LLC JKF ($122.19) Holding Chart

JIM SAULNIER & ASSOCIATES, LLC JKF ($122.19) Quarterly Buys and Sells

Period	Bought/Sold (Sh.)	% Change
Shares Bought	0	Average Price $-/Share
Shares Sold	0	Average Price $-/Share
Current Price $0.00		Total Estimated Gain 0 %

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