Lauer Wealth, LLC JKF Holdings History
Lauer Wealth, LLC's BTC iShares Morningstar Large-Cap Value ETF Holding Summary
As of 2025-03-31, Lauer Wealth, LLC held 143,723.00 shares of BTC iShares Morningstar Large-Cap Value ETF(JKF), totaling $11.32 Mil. This investment constitutes 8.71% of their stock portfolio, and Lauer Wealth, LLC now holds -% of the outstanding BTC iShares Morningstar Large-Cap Value ETF(JKF) stock.
The initial trade took place in 2023Q1. And since then Lauer Wealth, LLC has made 7 purchases of JKF, at an average price of $67.49, for a total of 188,067.00 shares. In addition, there have been 1 sales at an average price of $64.40 for 44,344.00 shares. Based on historical transaction data and JKF's current price of $122.19, Lauer Wealth, LLC's estimated gain on his JKF holdings is $7.72 Mil, reflecting a 60.85% gain to date.
Lauer Wealth, LLC JKF ($122.19) Holding Chart
Lauer Wealth, LLC JKF ($122.19) 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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