Wealth Architects, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Wealth Architects, LLC

  • $963 Million
  • Q3 2025
Number of Shares
20,526
Previous 20,018 2.54%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2025
BUY
N/A
508 Added 2.54%
20,526 $0
Q2 2025

Jul 25, 2025
BUY
N/A
1,470 Added 7.93%
20,018 $0
Q1 2025

May 14, 2025
BUY
N/A
7,926 Added 74.62%
18,548 $0
Q1 2025

May 12, 2025
SELL
N/A
-7,926 Reduced 42.73%
10,622 $0
Q4 2024

Feb 10, 2025
BUY
N/A
5,000 Added 36.91%
18,548 $0
Q2 2024

Aug 08, 2024
BUY
N/A
2,426 Added 21.81%
13,548 $0
Q4 2023

Feb 14, 2024
BUY
N/A
11,122 New
11,122 $0
Track This Portfolio

Track Wealth Architects, LLC Portfolio

Follow Wealth Architects, 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 Wealth Architects, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Architects, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email