Ulland Investment Advisors, LLC J.P. Morgan U.S. Tech Leaders ETF Transaction History

Ulland Investment Advisors, LLC

  • $120 Million
  • Q1 2025
Number of Shares
22,915
Previous 21,056 8.83%
Holding current value
$1.54 Million
Previous $1.59 Million 3.33%
% of portfolio
1.29%
Previous 1.02%

Shares

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

Apr 15, 2025
BUY
N/A
1,859 Added 8.83%
22,915 $1.54 Million
Q4 2024

Jan 16, 2025
BUY
N/A
1,692 Added 8.74%
21,056 $1.59 Million
Q3 2024

Oct 15, 2024
SELL
N/A
-1,498 Reduced 7.18%
19,364 $1.33 Million
Q2 2024

Jul 16, 2024
BUY
N/A
136 Added 0.66%
20,862 $1.45 Million
Q1 2024

Apr 25, 2024
BUY
N/A
20,726 New
20,726 $1.37 Million
Track This Portfolio

Track Ulland Investment Advisors, LLC Portfolio

Follow Ulland Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ulland Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ulland Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email