Tradition Wealth Management, LLC BBUS Holdings History
Tradition Wealth Management, LLC's JPMorgan BetaBuilders U.S. Equity ETF Holding Summary
As of 2025-03-31, Tradition Wealth Management, LLC held 295,440.00 shares of JPMorgan BetaBuilders U.S. Equity ETF(BBUS), totaling $29.81 Mil. This investment constitutes 2.62% of their stock portfolio, and Tradition Wealth Management, LLC now holds 0.68% of the outstanding JPMorgan BetaBuilders U.S. Equity ETF(BBUS) stock.
The initial trade took place in 2024Q2. And since then Tradition Wealth Management, LLC has made 4 purchases of BBUS, at an average price of $101.36, for a total of 295,440.00 shares. Based on historical transaction data and BBUS's current price of $114.89, Tradition Wealth Management, LLC's estimated gain on his BBUS holdings is $4.00 Mil, reflecting a 13.35% gain to date.
Tradition Wealth Management, LLC BBUS ($114.89) Holding Chart
Tradition Wealth Management, LLC BBUS ($114.89) 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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