Number of Shares
46,811.00
Current Holdings Value*
$4.72 Mil
% of Portfolio
2.07%
Total Estimate Gain
$1.39 Mil
% of Total Estimate Gain
35.50%

Wayfinding Financial, LLC's JPMorgan BetaBuilders U.S. Equity ETF Holding Summary

As of 2025-03-31, Wayfinding Financial, LLC held 46,811.00 shares of JPMorgan BetaBuilders U.S. Equity ETF(BBUS), totaling $4.72 Mil. This investment constitutes 2.07% of their stock portfolio, and Wayfinding Financial, LLC now holds 0.11% of the outstanding JPMorgan BetaBuilders U.S. Equity ETF(BBUS) stock.

The initial trade took place in 2023Q1. And since then Wayfinding Financial, LLC has made 8 purchases of BBUS, at an average price of $83.21, for a total of 46,989.00 shares. In addition, there have been 1 sales at an average price of $80.13 for 178.00 shares. Based on historical transaction data and BBUS's current price of $112.88, Wayfinding Financial, LLC's estimated gain on his BBUS holdings is $1.39 Mil, reflecting a 35.50% gain to date.

Wayfinding Financial, LLC BBUS ($112.88) Holding Chart

Wayfinding Financial, LLC BBUS ($112.88) 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 %

Top Ranked Articles

  • 1