PTM WEALTH MANAGEMENT, LLC JKH Holdings History
PTM WEALTH MANAGEMENT, LLC's iShares Morningstar Mid-Cap Growth ETF Holding Summary
As of 2025-06-30, PTM WEALTH MANAGEMENT, LLC held 119,309.00 shares of iShares Morningstar Mid-Cap Growth ETF(JKH), totaling $9.70 Mil. This investment constitutes 6.42% of their stock portfolio, and PTM WEALTH MANAGEMENT, LLC now holds -% of the outstanding iShares Morningstar Mid-Cap Growth ETF(JKH) stock.
The initial trade took place in 2025Q1. And since then PTM WEALTH MANAGEMENT, LLC has made 1 purchases of JKH, at an average price of $75.99, for a total of 119,309.00 shares. Based on historical transaction data and JKH's current price of $374.17, PTM WEALTH MANAGEMENT, LLC's estimated gain on his JKH holdings is $35.58 Mil, reflecting a 392.37% gain to date.
PTM WEALTH MANAGEMENT, LLC JKH ($374.17) Holding Chart
PTM WEALTH MANAGEMENT, LLC JKH ($374.17) 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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