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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