Northwest Financial Advisors J P MORGAN EXCHANGE TRADED F Transaction History

Northwest Financial Advisors

  • $121 Billion
  • Q1 2025
Number of Shares
40,531
Previous 30,140 34.48%
Holding current value
$2.17 Billion
Previous $1.57 Billion 37.74%
% of portfolio
1.8%
Previous 1.3%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
N/A
10,391 Added 34.48%
40,531 $2.17 Billion
Q4 2024

Jan 22, 2025
BUY
N/A
10,213 Added 51.25%
30,140 $1.57 Billion
Q3 2024

Nov 13, 2024
BUY
N/A
9,496 Added 91.04%
19,927 $1.09 Billion
Q2 2024

Jan 27, 2025
SELL
N/A
-19,709 Reduced 65.39%
10,431 $545 Million
Q2 2024

Aug 12, 2024
BUY
N/A
10,431 New
10,431 $545 Million
Track This Portfolio

Track Northwest Financial Advisors Portfolio

Follow Northwest Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Northwest Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Northwest Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email