Wealth Advisors Of Tampa Bay, LLC JPLD Holdings History
Wealth Advisors of Tampa Bay, LLC's JPMorgan Limited Duration Bond ETF Holding Summary
As of 2025-03-31, Wealth Advisors of Tampa Bay, LLC held 88,558.00 shares of JPMorgan Limited Duration Bond ETF(JPLD), totaling $4.61 Mil. This investment constitutes 1.87% of their stock portfolio, and Wealth Advisors of Tampa Bay, LLC now holds 0.38% of the outstanding JPMorgan Limited Duration Bond ETF(JPLD) stock.
The initial trade took place in 2025Q1. And since then Wealth Advisors of Tampa Bay, LLC has made 1 purchases of JPLD, at an average price of $51.75, for a total of 88,558.00 shares. Based on historical transaction data and JPLD's current price of $52.10, Wealth Advisors of Tampa Bay, LLC's estimated gain on his JPLD holdings is $30,995.30, reflecting a 0.68% gain to date.
Wealth Advisors of Tampa Bay, LLC JPLD ($52.10) Holding Chart
Wealth Advisors of Tampa Bay, LLC JPLD ($52.10) 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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