Strategic Financial Planning, Inc. JKJ Holdings History
Strategic Financial Planning, Inc.'s iShares Morningstar Small-Cap ETF Holding Summary
As of 2025-03-31, Strategic Financial Planning, Inc. held - shares of iShares Morningstar Small-Cap ETF(JKJ), totaling N/A. This investment constitutes 0% of their stock portfolio, and Strategic Financial Planning, Inc. now holds -% of the outstanding iShares Morningstar Small-Cap ETF(JKJ) stock.
The initial trade took place in 2024Q1. And since then Strategic Financial Planning, Inc. has made 2 purchases of JKJ, at an average price of $54.80, for a total of 7,160.00 shares. In addition, there have been 2 sales at an average price of $56.14 for 7,160.00 shares. Based on historical transaction data and JKJ's current price of $231.19, Strategic Financial Planning, Inc.'s estimated gain on his JKJ holdings is $9,558.60, reflecting a 2.44% gain to date.
Strategic Financial Planning, Inc. JKJ ($231.19) Holding Chart
Strategic Financial Planning, Inc. JKJ ($231.19) 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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