Goldstone Financial Group, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Goldstone Financial Group, LLC

  • $757 Billion
  • Q2 2025
Number of Shares
154,474
Previous 272,027 43.21%
Holding current value
$8.21 Billion
Previous $14.6 Billion 43.59%
% of portfolio
1.08%
Previous 2.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025
SELL
N/A
-117,553 Reduced 43.21%
154,474 $8.21 Billion
Q1 2025

Apr 16, 2025
BUY
N/A
24,628 Added 9.95%
272,027 $14.6 Billion
Q4 2024

Jan 14, 2025
BUY
N/A
247,399 New
247,399 $12.9 Billion
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