Horizon Family Wealth, Inc. J P Morgan Exch Traded Fd Tr B Transaction History

Horizon Family Wealth, Inc.

$143 Million
Q4 2024

A detailed history of Horizon Family Wealth, Inc. transactions in J P Morgan Exch Traded Fd Tr B stock. As of the latest transaction made, Horizon Family Wealth, Inc. holds 40,935 shares of BBIN stock, worth $2.59 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares

40,935

Previous 37,549 9.02%

Holding current value

$2.59 Million

Previous $2.37 Million 1.18%

% of portfolio

1.64%

Previous 1.79%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$57.07 - $62.58 $193,239 - $211,895	3,386 Added 9.02%	40,935 $2.34 Million
Q3 2024 Nov 14, 2024	BUY	$56.88 - $63.65 $2.14 Million - $2.39 Million	37,549 New	37,549 $2.37 Million
Q4 2022 Feb 06, 2023	SELL	$42.18 - $51.42 $1.09 Million - $1.33 Million	-25,887 Reduced 48.79%	27,168 $1.35 Million
Q3 2022 Oct 28, 2022	BUY	$42.01 - $50.56 $95,362 - $114,771	2,270 Added 4.47%	53,055 $2.25 Million
Q2 2022 Aug 05, 2022	BUY	$46.92 - $56.3 $1.3 Million - $1.57 Million	27,801 Added 120.96%	50,785 $2.4 Million
Q1 2022 May 06, 2022	BUY	$50.74 - $60.38 $18,063 - $21,495	356 Added 1.57%	22,984 $1.28 Million
Q4 2021 Feb 11, 2022	BUY	$57.57 - $61.62 $1.3 Million - $1.39 Million	22,628 New	22,628 $1.35 Million

Others Institutions Holding BBIN

# of Institutions

114

Shares Held

71.9M

Call Options Held

Put Options Held

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About J P MORGAN EXCH-TRADED FD TR B

Ticker BBIN
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Horizon Family Wealth, Inc. J P Morgan Exch Traded Fd Tr B Transaction History