Vest Gen Advisors, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Vest Gen Advisors, LLC

  • $3 Trillion
  • Q3 2025
Number of Shares
238,558
Previous 236,931 0.69%
Holding current value
$12.9 Billion
Previous $12.7 Billion 1.66%
% of portfolio
0.43%
Previous 0.51%

Shares

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

Nov 14, 2025
BUY
N/A
1,627 Added 0.69%
238,558 $12.9 Billion
Q2 2025

Aug 13, 2025
BUY
N/A
45,087 Added 23.5%
236,931 $12.7 Billion
Q1 2025

May 13, 2025
BUY
N/A
191,844 New
191,844 $10.3 Billion
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