Avaii Wealth Management, LLC J P Morgan ETF Tr U S Value Fa Transaction History

Avaii Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$39.66 - $43.57 $17,529 - $19,257	-442 Reduced 8.68%	4,650 $202,000
Q2 2024 Jul 31, 2024	SELL	$39.18 - $41.6 $10,774 - $11,440	-275 Reduced 5.12%	5,092 $208,000
Q1 2024 Apr 29, 2024	SELL	$37.71 - $41.62 $2,639 - $2,913	-70 Reduced 1.29%	5,367 $223,000
Q4 2023 Feb 05, 2024	BUY	$32.85 - $38.78 $178,605 - $210,846	5,437 New	5,437 $209,000

145

11M

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