Fiduciary Alliance LLC JPMorgan Hedged Equity Laddered Overlay ETF Transaction History

Fiduciary Alliance LLC

  • $1.02 Trillion
  • Q1 2025
Number of Shares
78,743
Previous 75,207 4.7%
Holding current value
$4.7 Billion
Previous $4.67 Billion 0.72%
% of portfolio
0.46%
Previous 0.47%

Shares

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

Apr 09, 2025
BUY
N/A
3,536 Added 4.7%
78,743 $4.7 Billion
Q4 2024

Jan 13, 2025
BUY
N/A
5,862 Added 8.45%
75,207 $4.67 Billion
Q3 2024

Oct 11, 2024
BUY
N/A
12,719 Added 22.46%
69,345 $4.24 Billion
Q2 2024

Jul 09, 2024
BUY
N/A
14,230 Added 33.56%
56,626 $3.33 Billion
Q1 2024

Apr 17, 2024
BUY
N/A
14,308 Added 50.94%
42,396 $2.37 Billion
Q4 2023

Jan 17, 2024
BUY
N/A
28,088 New
28,088 $1.49 Billion
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