Resolute Wealth Strategies, LLC JAVA Holdings History
Number of Shares
166,610.00
Current Holdings Value*
$10.59 Mil
% of Portfolio
5.91%
Total Estimate Gain
$706,719.00
% of Total Estimate Gain
6.83%
Resolute Wealth Strategies, LLC's JPMorgan Active Value ETF Holding Summary
As of 2025-03-31, Resolute Wealth Strategies, LLC held 166,610.00 shares of JPMorgan Active Value ETF(JAVA), totaling $10.59 Mil. This investment constitutes 5.91% of their stock portfolio, and Resolute Wealth Strategies, LLC now holds 0.31% of the outstanding JPMorgan Active Value ETF(JAVA) stock.
The initial trade took place in 2024Q1. And since then Resolute Wealth Strategies, LLC has made 5 purchases of JAVA, at an average price of $62.07, for a total of 166,610.00 shares. Based on historical transaction data and JAVA's current price of $66.31, Resolute Wealth Strategies, LLC's estimated gain on his JAVA holdings is $706,719.00, reflecting a 6.83% gain to date.
Resolute Wealth Strategies, LLC JAVA ($66.31) Holding Chart
Resolute Wealth Strategies, LLC JAVA ($66.31) 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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