MN Wealth Advisors, LLC BBUS Holdings History
MN Wealth Advisors, LLC's JPMorgan BetaBuilders U.S. Equity ETF Holding Summary
As of 2025-03-31, MN Wealth Advisors, LLC held 270,775.00 shares of JPMorgan BetaBuilders U.S. Equity ETF(BBUS), totaling $27.32 Mil. This investment constitutes 16.05% of their stock portfolio, and MN Wealth Advisors, LLC now holds 0.63% of the outstanding JPMorgan BetaBuilders U.S. Equity ETF(BBUS) stock.
The initial trade took place in 2023Q4. And since then MN Wealth Advisors, LLC has made 3 purchases of BBUS, at an average price of $82.70, for a total of 297,589.00 shares. In addition, there have been 2 sales at an average price of $106.36 for 26,814.00 shares. Based on historical transaction data and BBUS's current price of $113.94, MN Wealth Advisors, LLC's estimated gain on his BBUS holdings is $9.09 Mil, reflecting a 36.95% gain to date.
MN Wealth Advisors, LLC BBUS ($113.94) Holding Chart
MN Wealth Advisors, LLC BBUS ($113.94) 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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