SevenBridge Financial Group, LLC JUCY Holdings History
Number of Shares
168,914.00
Current Holdings Value*
$3.79 Mil
% of Portfolio
0.74%
Total Estimate Gain
$-123,899.10
% of Total Estimate Gain
-3.20%
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 $22.22, SevenBridge Financial Group, LLC's estimated gain on his JUCY holdings is $-123,899.10, reflecting a -3.20% gain to date.
SevenBridge Financial Group, LLC JUCY ($22.22) Holding Chart
SevenBridge Financial Group, LLC JUCY ($22.22) 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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