Capital Advisors, Ltd. LLC J P MORGAN EXCHANGE TRADED F Transaction History

Capital Advisors, Ltd. LLC

  • $759 Million
  • Q1 2025
Number of Shares
16,498
Previous 14,014 17.73%
Holding current value
$1.05 Million
Previous $940,000 11.7%
% of portfolio
0.14%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
N/A
2,484 Added 17.73%
16,498 $1.05 Million
Q4 2024

Feb 04, 2025
BUY
N/A
3,997 Added 39.9%
14,014 $940,000
Q3 2024

Oct 24, 2024
BUY
N/A
9,079 Added 967.91%
10,017 $656,000
Q1 2024

Apr 18, 2024
BUY
N/A
938 New
938 $56,000
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