Ruggaard & Associates LLC J P MORGAN EXCHANGE TRADED F Transaction History

Ruggaard & Associates LLC

  • $228 Billion
  • Q1 2025
Number of Shares
227,038
Previous 226,738 0.13%
Holding current value
$12.2 Billion
Previous $11.8 Billion 2.57%
% of portfolio
5.32%
Previous 5.2%

Shares

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

May 15, 2025
BUY
N/A
300 Added 0.13%
227,038 $12.2 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
2,401 Added 1.07%
226,738 $11.8 Billion
Q3 2024

Nov 14, 2024
SELL
N/A
-3,247 Reduced 1.43%
224,337 $12.3 Billion
Q2 2024

Aug 13, 2024
BUY
N/A
227,584 New
227,584 $11.9 Billion
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