Prevail Innovative Wealth Advisors, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Prevail Innovative Wealth Advisors, LLC

  • $515 Billion
  • Q3 2025
Number of Shares
111,526
Previous 7,242 1439.99%
Holding current value
$7.25 Billion
Previous $453 Million 1499.54%
% of portfolio
1.41%
Previous 0.1%

Shares

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

Nov 13, 2025
BUY
N/A
104,284 Added 1439.99%
111,526 $7.25 Billion
Q1 2025

May 02, 2025
SELL
N/A
-86 Reduced 1.17%
7,242 $432 Million
Q3 2024

Nov 13, 2024
BUY
N/A
86 Added 1.19%
7,328 $448 Million
Q2 2024

Aug 08, 2024
BUY
N/A
7,242 New
7,242 $424 Million
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