Circle Wealth Management, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Circle Wealth Management, LLC

  • $5.12 Billion
  • Q3 2025
Number of Shares
13,336
Previous 7,060 88.9%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2025
BUY
N/A
6,276 Added 88.9%
13,336 $0
Q3 2024

Nov 14, 2024
BUY
N/A
3,000 Added 73.89%
7,060 $0
Q2 2024

Aug 13, 2024
BUY
N/A
4,060 New
4,060 $0
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