Kelly Financial Services LLC BTHM Holdings History
Number of Shares
60,580.00
Current Holdings Value*
$1.92 Mil
% of Portfolio
0.67%
Total Estimate Gain
$-25,358.79
% of Total Estimate Gain
-1.24%
Kelly Financial Services LLC's BLACKROCK ETF TRUS Holding Summary
As of 2025-03-31, Kelly Financial Services LLC held 60,580.00 shares of BLACKROCK ETF TRUS(BTHM), totaling $1.92 Mil. This investment constitutes 0.67% of their stock portfolio, and Kelly Financial Services LLC now holds 14.42% of the outstanding BLACKROCK ETF TRUS(BTHM) stock.
The initial trade took place in 2025Q1. And since then Kelly Financial Services LLC has made 1 purchases of BTHM, at an average price of $33.64, for a total of 60,580.00 shares. Based on historical transaction data and BTHM's current price of $33.22, Kelly Financial Services LLC's estimated gain on his BTHM holdings is $-25,358.79, reflecting a -1.24% gain to date.
Kelly Financial Services LLC BTHM ($33.22) Holding Chart
Kelly Financial Services 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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