Number of Shares
168,914.00
Current Holdings Value*
$3.79 Mil
% of Portfolio
0.74%
Total Estimate Gain
$-118,814.79
% of Total Estimate Gain
-3.06%

SevenBridge Financial Group, LLC's Aptus Enhanced Yield ETF Holding Summary

As of 2025-03-31, SevenBridge Financial Group, LLC held 168,914.00 shares of Aptus Enhanced Yield ETF(JUCY), totaling $3.79 Mil. This investment constitutes 0.74% of their stock portfolio, and SevenBridge Financial Group, LLC now holds 1.24% of the outstanding Aptus Enhanced Yield ETF(JUCY) stock.

The initial trade took place in 2024Q4. And since then SevenBridge Financial Group, LLC has made 2 purchases of JUCY, at an average price of $22.95, for a total of 168,914.00 shares. Based on historical transaction data and JUCY's current price of $22.25, SevenBridge Financial Group, LLC's estimated gain on his JUCY holdings is $-118,814.79, reflecting a -3.06% gain to date.

SevenBridge Financial Group, LLC JUCY ($22.25) Holding Chart

SevenBridge Financial Group, LLC JUCY ($22.25) 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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