Northwest Financial Advisors J P MORGAN EXCHANGE TRADED F Transaction History

Northwest Financial Advisors

  • $121 Billion
  • Q4 2024
Number of Shares
30,140
Previous 19,927 51.25%
Holding current value
$1.57 Billion
Previous $1.09 Billion 44.61%
% of portfolio
1.3%
Previous 0.87%

Shares

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

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