Philip James Wealth Mangement, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Philip James Wealth Mangement, LLC

  • $150 Billion
  • Q2 2024
Number of Shares
158,321
Previous 46,532 240.24%
Holding current value
$9.27 Billion
Previous $2.6 Billion 255.99%
% of portfolio
6.17%
Previous 1.84%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
BUY
N/A
111,789 Added 240.24%
158,321 $9.27 Billion
Q1 2024

Apr 29, 2024
BUY
N/A
40,709 Added 699.11%
46,532 $2.6 Billion
Q4 2023

Jan 29, 2024
BUY
N/A
5,823 New
5,823 $308 Million
Track This Portfolio

Track Philip James Wealth Mangement, LLC Portfolio

Follow Philip James Wealth Mangement, 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 Philip James Wealth Mangement, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Philip James Wealth Mangement, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email