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

Lgt Financial Advisors LLC

  • $46.4 Billion
  • Q3 2025
Number of Shares
262
Previous 162 61.73%
Holding current value
$17.8 Million
Previous $10.4 Million 70.35%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 17, 2025
BUY
N/A
100 Added 61.73%
262 $17.8 Million
Q1 2025

May 08, 2025
BUY
N/A
5 Added 3.18%
162 $9.55 Million
Q4 2024

Feb 14, 2025
BUY
N/A
2 Added 1.29%
157 $9.43 Million
Q3 2024

Oct 31, 2024
BUY
N/A
2 Added 1.31%
155 $9.71 Million
Q2 2024

Aug 05, 2024
BUY
N/A
29 Added 23.39%
153 $9.24 Million
Q1 2024

May 02, 2024
BUY
N/A
124 New
124 $7.12 Million
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