Marcum Wealth, LLC J P Morgan ETF Tr Betabuilders Transaction History

Marcum Wealth, LLC

  • $1.14 Billion
  • Q1 2025

A detailed history of Marcum Wealth, LLC transactions in J P Morgan ETF Tr Betabuilders stock. As of the latest transaction made, Marcum Wealth, LLC holds 5,225 shares of BBCA stock, worth $456,926. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,225
Previous 5,446 4.06%
Holding current value
$456,926
Previous $384,000 3.13%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Apr 02, 2025
SELL
$69.15 - $74.69 $15,282 - $16,506
-221 Reduced 4.06%
5,225 $372,000
Q4 2024

Jan 13, 2025
SELL
$70.12 - $75.48 $10,798 - $11,623
-154 Reduced 2.75%
5,446 $384,000
Q3 2024

Oct 08, 2024
SELL
$64.0 - $72.54 $3,776 - $4,279
-59 Reduced 1.04%
5,600 $404,000
Q2 2024

Jul 02, 2024
SELL
$63.81 - $67.27 $12,251 - $12,915
-192 Reduced 3.28%
5,659 $367,000
Q1 2024

Apr 10, 2024
BUY
$61.83 - $66.81 $33,264 - $35,943
538 Added 10.13%
5,851 $390,000
Q4 2023

Jan 10, 2024
SELL
$54.74 - $64.43 $63,936 - $75,254
-1,168 Reduced 18.02%
5,313 $340,000
Q3 2023

Oct 10, 2023
SELL
$58.09 - $63.16 $24,978 - $27,158
-430 Reduced 6.22%
6,481 $376,000
Q2 2023

Jul 13, 2023
SELL
$58.03 - $62.03 $7,776 - $8,312
-134 Reduced 1.9%
6,911 $423,000
Q1 2023

Apr 19, 2023
BUY
$56.59 - $62.61 $50,704 - $56,098
896 Added 14.57%
7,045 $419,000
Q4 2022

Jan 12, 2023
SELL
$52.74 - $61.61 $61,653 - $72,022
-1,169 Reduced 15.97%
6,149 $0
Q3 2022

Oct 11, 2022
SELL
$53.44 - $63.27 $1,068 - $1,265
-20 Reduced 0.27%
7,318 $391,000
Q2 2022

Jul 14, 2022
BUY
$57.62 - $70.69 $422,815 - $518,723
7,338 New
7,338 $431,000

Others Institutions Holding BBCA

# of Institutions
229
Shares Held
82.6M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN ETF TR BETABUILDERS

BBCA Quotes by TradingView
  • Ticker BBCA
  • Sector ETFs
  • Industry ETFs
More about BBCA
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