Prairieview Wealth Partners, LLC JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF Transaction History

Prairieview Wealth Partners, LLC

  • $106 Billion
  • Q3 2025
Number of Shares
109,782
Previous 105,617 3.94%
Holding current value
$7.14 Billion
Previous $6.61 Billion 7.96%
% of portfolio
6.7%
Previous 6.86%

Shares

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

Nov 12, 2025
BUY
N/A
4,165 Added 3.94%
109,782 $7.14 Billion
Q2 2025

Aug 07, 2025
SELL
N/A
-9,452 Reduced 8.21%
105,617 $6.61 Billion
Q1 2025

May 09, 2025
BUY
N/A
3,360 Added 3.01%
115,069 $6.87 Billion
Q4 2024

Jan 29, 2025
BUY
N/A
1,804 Added 1.64%
111,709 $6.93 Billion
Q3 2024

Oct 21, 2024
BUY
N/A
109,905 New
109,905 $6.72 Billion
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