Lloyd Advisory Services, LLC. JKE Holdings History
Lloyd Advisory Services, LLC.'s BTC iShares Morningstar Large-Cap Growth ETF Holding Summary
As of 2025-06-30, Lloyd Advisory Services, LLC. held 19,659.00 shares of BTC iShares Morningstar Large-Cap Growth ETF(JKE), totaling $1.90 Mil. This investment constitutes 0.92% of their stock portfolio, and Lloyd Advisory Services, LLC. now holds -% of the outstanding BTC iShares Morningstar Large-Cap Growth ETF(JKE) stock.
The initial trade took place in 2020Q2. And since then Lloyd Advisory Services, LLC. has made 6 purchases of JKE, at an average price of $80.88, for a total of 44,382.00 shares. In addition, there have been 4 sales at an average price of $80.35 for 24,723.00 shares. Based on historical transaction data and JKE's current price of $283.81, Lloyd Advisory Services, LLC.'s estimated gain on his JKE holdings is $3.98 Mil, reflecting a 110.76% gain to date.
Lloyd Advisory Services, LLC. JKE ($283.81) Holding Chart
Lloyd Advisory Services, LLC. JKE ($283.81) 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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