Mn Wealth Advisors, LLC JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF Transaction History

Mn Wealth Advisors, LLC

  • $178 Billion
  • Q4 2024
Number of Shares
15,376
Previous 13,156 16.87%
Holding current value
$954 Million
Previous $804 Million 18.6%
% of portfolio
0.54%
Previous 0.46%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
N/A
2,220 Added 16.87%
15,376 $954 Million
Q3 2024

Oct 15, 2024
BUY
N/A
1,989 Added 17.81%
13,156 $804 Million
Q2 2024

Jul 23, 2024
BUY
N/A
3,850 Added 52.62%
11,167 $654 Million
Q1 2024

Apr 30, 2024
BUY
N/A
1,406 Added 23.79%
7,317 $410 Million
Q4 2023

Feb 12, 2024
BUY
N/A
5,911 New
5,911 $313 Million
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