Number of Shares
1,658.00
Current Holdings Value*
$118,620.00
% of Portfolio
0%
Total Estimate Gain
$8.35 Mil
% of Total Estimate Gain
11.12%

Richard Bernstein Advisors LLC's JPMorgan BetaBuilders Canada ETF Holding Summary

As of 2025-03-31, Richard Bernstein Advisors LLC held 1,658.00 shares of JPMorgan BetaBuilders Canada ETF(BBCA), totaling $118,620.00. This investment constitutes 0% of their stock portfolio, and Richard Bernstein Advisors LLC now holds 0% of the outstanding JPMorgan BetaBuilders Canada ETF(BBCA) stock.

The initial trade took place in 2023Q3. And since then Richard Bernstein Advisors LLC has made 2 purchases of BBCA, at an average price of $64.18, for a total of 1.17 Mil shares. In addition, there have been 5 sales at an average price of $71.30 for 1.17 Mil shares. Based on historical transaction data and BBCA's current price of $82.12, Richard Bernstein Advisors LLC's estimated gain on his BBCA holdings is $8.35 Mil, reflecting a 11.12% gain to date.

Richard Bernstein Advisors LLC BBCA ($82.12) Holding Chart

Richard Bernstein Advisors LLC BBCA ($82.12) 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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