Heritage Wealth Architects, Inc. J P MORGAN EXCHANGE TRADED F Transaction History

Heritage Wealth Architects, Inc.

  • $162 Billion
  • Q3 2025
Number of Shares
39,604
Previous 5,132 671.71%
Holding current value
$2 Billion
Previous $255 Million 682.67%
% of portfolio
1.23%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 02, 2025
BUY
N/A
34,472 Added 671.71%
39,604 $2 Billion
Q2 2025

Jul 09, 2025
BUY
N/A
5,132 New
5,132 $255 Million
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