MBL Wealth, LLC CBTJ Holdings History
Number of Shares
274,712.00
Current Holdings Value*
$7.43 Mil
% of Portfolio
0.71%
Total Estimate Gain
$909,296.72
% of Total Estimate Gain
13.01%
MBL Wealth, LLC's Calamos Bitcoin 80 Series Structured Alt Protection ETF - January Holding Summary
As of 2025-06-30, MBL Wealth, LLC held 274,712.00 shares of Calamos Bitcoin 80 Series Structured Alt Protection ETF - January(CBTJ), totaling $7.43 Mil. This investment constitutes 0.71% of their stock portfolio, and MBL Wealth, LLC now holds 15.7% of the outstanding Calamos Bitcoin 80 Series Structured Alt Protection ETF - January(CBTJ) stock.
The initial trade took place in 2025Q2. And since then MBL Wealth, LLC has made 1 purchases of CBTJ, at an average price of $25.44, for a total of 274,712.00 shares. Based on historical transaction data and CBTJ's current price of $28.75, MBL Wealth, LLC's estimated gain on his CBTJ holdings is $909,296.72, reflecting a 13.01% gain to date.
MBL Wealth, LLC CBTJ ($28.75) Holding Chart
MBL Wealth, LLC CBTJ ($28.75) 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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