Fiduciary Alliance LLC JPMorgan Hedged Equity Laddered Overlay ETF Transaction History

Fiduciary Alliance LLC

  • $754 Billion
  • Q3 2024
Number of Shares
69,345
Previous 56,626 22.46%
Holding current value
$4.24 Billion
Previous $3.33 Billion 27.44%
% of portfolio
0.56%
Previous 0.54%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
BUY
N/A
12,719 Added 22.46%
69,345 $4.24 Billion
Q2 2024

Jul 09, 2024
BUY
N/A
14,230 Added 33.56%
56,626 $3.33 Billion
Q1 2024

Apr 17, 2024
BUY
N/A
14,308 Added 50.94%
42,396 $2.37 Billion
Q4 2023

Jan 17, 2024
BUY
N/A
28,088 New
28,088 $1.49 Billion
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