Ulland Investment Advisors, LLC J.P. Morgan Hedged Equity Laddered Overlay ETF Transaction History

Ulland Investment Advisors, LLC

  • $133 Million
  • Q3 2025
Number of Shares
2,370
Previous 2,070 14.49%
Holding current value
$154,000
Previous $130,000 18.46%
% of portfolio
0.12%
Previous 0.1%

Shares

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

Nov 13, 2025
BUY
N/A
300 Added 14.49%
2,370 $154,000
Q2 2025

Jul 24, 2025
SELL
N/A
-1,300 Reduced 38.58%
2,070 $130,000
Q1 2025

Apr 15, 2025
BUY
N/A
3,370 New
3,370 $201,000
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