Lgt Financial Advisors LLC J P MORGAN EXCHANGE TRADED F Transaction History

Lgt Financial Advisors LLC

  • $46.4 Billion
  • Q3 2025
Number of Shares
381
Previous 340 12.06%
Holding current value
$20.6 Million
Previous $18.2 Million 13.17%
% of portfolio
0.04%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 17, 2025
BUY
N/A
41 Added 12.06%
381 $20.6 Million
Q2 2025

Jul 30, 2025
SELL
N/A
-12 Reduced 3.41%
340 $18.2 Million
Q1 2025

May 08, 2025
SELL
N/A
-38 Reduced 9.74%
352 $18.9 Million
Q4 2024

Feb 14, 2025
BUY
N/A
390 New
390 $20.4 Million
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