Clearstead Advisors, LLC J P Morgan ETF Tr Betabuilders Transaction History

Clearstead Advisors, LLC

$6.3 Billion
Q1 2025

A detailed history of Clearstead Advisors, LLC transactions in J P Morgan ETF Tr Betabuilders stock. As of the latest transaction made, Clearstead Advisors, LLC holds 1,971 shares of BBCA stock, worth $153,442. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,971

Previous 2,479 20.49%

Holding current value

$153,442

Previous $174,000 18.97%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$69.15 - $74.69 $35,128 - $37,942	-508 Reduced 20.49%	1,971 $141,000
Q4 2024 Feb 10, 2025	SELL	$70.12 - $75.48 $15,636 - $16,832	-223 Reduced 8.25%	2,479 $174,000
Q2 2024 Aug 09, 2024	SELL	$63.81 - $67.27 $3,956 - $4,170	-62 Reduced 2.24%	2,702 $175,000
Q4 2023 Feb 12, 2024	BUY	$54.74 - $64.43 $39,248 - $46,196	717 Added 35.03%	2,764 $177,000
Q3 2022 Nov 14, 2022	SELL	$53.44 - $63.27 $91,008 - $107,748	-1,703 Reduced 45.41%	2,047 $109,000
Q2 2022 Aug 12, 2022	SELL	$57.62 - $70.69 $36,300 - $44,534	-630 Reduced 14.38%	3,750 $220,000
Q1 2022 May 04, 2022	SELL	$64.8 - $70.77 $14,515 - $15,852	-224 Reduced 4.87%	4,380 $307,000
Q4 2021 Feb 14, 2022	SELL	$63.43 - $69.31 $137,135 - $149,848	-2,162 Reduced 31.95%	4,604 $309,000
Q3 2021 Nov 12, 2021	BUY	$61.83 - $66.16 $418,341 - $447,638	6,766 New	6,766 $426,000

Others Institutions Holding BBCA

# of Institutions

204

Shares Held

84.9M

Call Options Held

10.5K

Put Options Held

300

View Full List

About J P MORGAN ETF TR BETABUILDERS

Ticker BBCA
Sector ETFs
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Clearstead Advisors, LLC J P Morgan ETF Tr Betabuilders Transaction History