Number of Shares
84,363.00
Current Holdings Value*
$5.19 Mil
% of Portfolio
3.05%
Total Estimate Gain
$2.15 Mil
% of Total Estimate Gain
17.12%

MN Wealth Advisors, LLC's JPMorgan BetaBuilders International Equity ETF Holding Summary

As of 2025-03-31, MN Wealth Advisors, LLC held 84,363.00 shares of JPMorgan BetaBuilders International Equity ETF(BBIN), totaling $5.19 Mil. This investment constitutes 3.05% of their stock portfolio, and MN Wealth Advisors, LLC now holds 0.11% of the outstanding JPMorgan BetaBuilders International Equity ETF(BBIN) stock.

The initial trade took place in 2023Q4. And since then MN Wealth Advisors, LLC has made 1 purchases of BBIN, at an average price of $53.47, for a total of 234,454.00 shares. In addition, there have been 4 sales at an average price of $59.23 for 150,091.00 shares. Based on historical transaction data and BBIN's current price of $68.67, MN Wealth Advisors, LLC's estimated gain on his BBIN holdings is $2.15 Mil, reflecting a 17.12% gain to date.

MN Wealth Advisors, LLC BBIN ($68.67) Holding Chart

MN Wealth Advisors, LLC BBIN ($68.67) 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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