STONEHAVEN WEALTH & TAX SOLUTIONS, LLC BBIN Holdings History
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's JPMorgan BetaBuilders International Equity ETF Holding Summary
As of 2025-03-31, STONEHAVEN WEALTH & TAX SOLUTIONS, LLC held 156,314.00 shares of JPMorgan BetaBuilders International Equity ETF(BBIN), totaling $9.61 Mil. This investment constitutes 10.16% of their stock portfolio, and STONEHAVEN WEALTH & TAX SOLUTIONS, LLC now holds 0.2% of the outstanding JPMorgan BetaBuilders International Equity ETF(BBIN) stock.
The initial trade took place in 2024Q4. And since then STONEHAVEN WEALTH & TAX SOLUTIONS, LLC has made 1 purchases of BBIN, at an average price of $60.00, for a total of 156,314.00 shares. Based on historical transaction data and BBIN's current price of $68.03, STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's estimated gain on his BBIN holdings is $1.25 Mil, reflecting a 13.38% gain to date.
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC BBIN ($68.03) Holding Chart
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC BBIN ($68.03) 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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