Wealth Group Ltd BBUS Holdings History

Number of Shares
49,088.00
Current Holdings Value*
$4.95 Mil
% of Portfolio
1.45%
Total Estimate Gain
$333,798.40
% of Total Estimate Gain
6.40%

Wealth Group Ltd's JPMorgan BetaBuilders U.S. Equity ETF Holding Summary

As of 2025-03-31, Wealth Group Ltd held 49,088.00 shares of JPMorgan BetaBuilders U.S. Equity ETF(BBUS), totaling $4.95 Mil. This investment constitutes 1.45% of their stock portfolio, and Wealth Group Ltd now holds 0.11% of the outstanding JPMorgan BetaBuilders U.S. Equity ETF(BBUS) stock.

The initial trade took place in 2025Q1. And since then Wealth Group Ltd has made 1 purchases of BBUS, at an average price of $106.33, for a total of 49,088.00 shares. Based on historical transaction data and BBUS's current price of $113.13, Wealth Group Ltd's estimated gain on his BBUS holdings is $333,798.40, reflecting a 6.40% gain to date.

Wealth Group Ltd BBUS ($113.13) Holding Chart

Wealth Group Ltd BBUS ($113.13) 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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