Avidian Wealth Solutions, LLC J P Morgan ETF Tr Betabuilders Transaction History

Avidian Wealth Solutions, LLC

$1.98 Billion
Q1 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in J P Morgan ETF Tr Betabuilders stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 8,329 shares of BBCA stock, worth $543,883. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,329

Previous 165,772 94.98%

Holding current value

$543,883

Previous $10.6 Million 94.77%

% of portfolio

0.03%

Previous 0.66%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$61.83 - $66.81 $9.73 Million - $10.5 Million	-157,443 Reduced 94.98%	8,329 $556,000
Q4 2023 Feb 06, 2024	SELL	$54.74 - $64.43 $208,887 - $245,864	-3,816 Reduced 2.25%	165,772 $10.6 Million
Q3 2023 Oct 13, 2023	SELL	$58.09 - $63.16 $464,197 - $504,711	-7,991 Reduced 4.5%	169,588 $9.86 Million
Q2 2023 Aug 03, 2023	BUY	$58.03 - $62.03 $266,531 - $284,903	4,593 Added 2.66%	177,579 $10.9 Million
Q1 2023 May 08, 2023	BUY	$56.59 - $62.61 $1.3 Million - $1.44 Million	22,931 Added 15.28%	172,986 $10.3 Million

Q4 2022 Feb 06, 2023	SELL	$56.65 - $61.61 $521,180 - $566,812	-9,200 Reduced 5.78%	150,055 $8.6 Million
Q3 2022 Nov 03, 2022	BUY	N/A	9,822 Added 6.57%	159,255 $8.51 Million
Q2 2022 Jul 29, 2022	BUY	N/A	149,433 New	149,433 $8.78 Million

Others Institutions Holding BBCA

# of Institutions

175

Shares Held

88.2M

Call Options Held

1.5K

Put Options Held

200

View Full List

About J P MORGAN ETF TR BETABUILDERS

Ticker BBCA
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Avidian Wealth Solutions, LLC J P Morgan ETF Tr Betabuilders Transaction History