5 T Wealth, LLC J P MORGAN EXCHANGE TRADED F Transaction History

5 T Wealth, LLC

  • $211 Billion
  • Q2 2025
Number of Shares
17,918
Previous 27,657 35.21%
Holding current value
$1.15 Billion
Previous $1.63 Billion 29.28%
% of portfolio
0.55%
Previous 0.87%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
N/A
-9,739 Reduced 35.21%
17,918 $1.15 Billion
Q1 2025

Apr 22, 2025
BUY
N/A
1,756 Added 6.78%
27,657 $1.63 Billion
Q4 2024

Jan 31, 2025
BUY
N/A
25,901 New
25,901 $1.56 Billion
Track This Portfolio

Track 5 T Wealth, LLC Portfolio

Follow 5 T Wealth, 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 5 T Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 5 T Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email