Prevail Innovative Wealth Advisors, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Prevail Innovative Wealth Advisors, LLC

  • $375 Billion
  • Q1 2025
Number of Shares
7,242
Previous 7,328 1.17%
Holding current value
$432 Million
Previous $455 Million 4.93%
% of portfolio
0.12%
Previous 0.13%

Shares

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

May 02, 2025
SELL
N/A
-86 Reduced 1.17%
7,242 $432 Million
Q3 2024

Nov 13, 2024
BUY
N/A
86 Added 1.19%
7,328 $448 Million
Q2 2024

Aug 08, 2024
BUY
N/A
7,242 New
7,242 $424 Million
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