Kowal Investment Group, LLC BBUS Holdings History
Kowal Investment Group, LLC's JPMorgan BetaBuilders U.S. Equity ETF Holding Summary
As of 2024-09-30, Kowal Investment Group, LLC held 495,546.00 shares of JPMorgan BetaBuilders U.S. Equity ETF(BBUS), totaling $51.33 Mil. This investment constitutes 9.44% of their stock portfolio, and Kowal Investment Group, LLC now holds 1.31% of the outstanding JPMorgan BetaBuilders U.S. Equity ETF(BBUS) stock.
The initial trade took place in 2024Q3. And since then Kowal Investment Group, LLC has made 1 purchases of BBUS, at an average price of $99.76, for a total of 495,546.00 shares. Based on historical transaction data and BBUS's current price of $112.88, Kowal Investment Group, LLC's estimated gain on his BBUS holdings is $6.50 Mil, reflecting a 13.15% gain to date.
Kowal Investment Group, LLC BBUS ($112.88) Holding Chart
Kowal Investment Group, LLC BBUS ($112.88) 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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