Wealthspire Advisors, LLC J P Morgan Betabuilders Develo Transaction History

Wealthspire Advisors, LLC

$7.78 Billion
Q2 2024

A detailed history of Wealthspire Advisors, LLC transactions in J P Morgan Betabuilders Develo stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 9,778 shares of BBAX stock, worth $500,633. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,778

Previous 9,490 3.03%

Holding current value

$500,633

Previous $457,000 3.5%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	BUY	$45.57 - $50.69 $13,124 - $14,598	288 Added 3.03%	9,778 $473,000
Q1 2024 May 06, 2024	SELL	$46.22 - $49.29 $103,163 - $110,015	-2,232 Reduced 19.04%	9,490 $457,000
Q4 2023 Feb 06, 2024	BUY	$43.33 - $49.68 $281,904 - $323,218	6,506 Added 124.73%	11,722 $580,000
Q3 2023 Nov 06, 2023	BUY	$44.55 - $49.85 $15,815 - $17,696	355 Added 7.3%	5,216 $234,000
Q1 2023 May 09, 2023	SELL	$47.47 - $54.2 $3,275 - $3,739	-69 Reduced 1.4%	4,861 $238,000
Q4 2022 Feb 13, 2023	BUY	$41.9 - $50.5 $2,891 - $3,484	69 Added 1.42%	4,930 $241,000
Q4 2021 Feb 14, 2022	SELL	$52.93 - $57.71 $4,181 - $4,559	-79 Reduced 1.6%	4,861 $263,000
Q3 2021 Nov 15, 2021	BUY	$53.91 - $59.11 $4,258 - $4,669	79 Added 1.63%	4,940 $268,000
Q2 2021 Aug 13, 2021	BUY	$57.42 - $60.72 $279,118 - $295,159	4,861 New	4,861 $284,000

Others Institutions Holding BBAX

# of Institutions

Shares Held

91.4M

Call Options Held

Put Options Held

100

View Full List

About J P MORGAN BETABUILDERS DEVELO

Ticker BBAX
Sector ETFs
Industry ETFs

More about BBAX

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Account

Wealthspire Advisors, LLC J P Morgan Betabuilders Develo Transaction History