Hb Wealth Management, LLC J P Morgan ETF Tr Betabuilders Transaction History

Hb Wealth Management, LLC

$9.29 Billion
Q3 2024

A detailed history of Hb Wealth Management, LLC transactions in J P Morgan ETF Tr Betabuilders stock. As of the latest transaction made, Hb Wealth Management, LLC holds 14,170 shares of BBCA stock, worth $1 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

14,170

Previous 14,246 0.53%

Holding current value

$1 Million

Previous $925,000 10.7%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$64.0 - $72.54 $4,864 - $5,513	-76 Reduced 0.53%	14,170 $1.02 Million
Q2 2024 Jul 26, 2024	BUY	$63.81 - $67.27 $5,998 - $6,323	94 Added 0.66%	14,246 $925,000
Q1 2024 Apr 30, 2024	BUY	$61.83 - $66.81 $3,091 - $3,340	50 Added 0.35%	14,152 $945,000
Q4 2023 Jan 16, 2024	BUY	$54.74 - $64.43 $6,678 - $7,860	122 Added 0.87%	14,102 $904,000
Q3 2023 Oct 13, 2023	BUY	$58.09 - $63.16 $5,402 - $5,873	93 Added 0.67%	13,980 $812,000
Q2 2023 Jul 13, 2023	BUY	$58.03 - $62.03 $5,861 - $6,265	101 Added 0.73%	13,887 $850,000
Q1 2023 Apr 13, 2023	BUY	$56.59 - $62.61 $2,999 - $3,318	53 Added 0.39%	13,786 $820,000
Q4 2022 Jan 20, 2023	BUY	$52.74 - $61.61 $6,328 - $7,393	120 Added 0.88%	13,733 $0
Q3 2022 Oct 19, 2022	BUY	$53.44 - $63.27 $2,992 - $3,543	56 Added 0.41%	13,613 $728,000
Q2 2022 Jul 15, 2022	BUY	$57.62 - $70.69 $7,951 - $9,755	138 Added 1.03%	13,557 $796,000
Q1 2022 May 16, 2022	BUY	$64.8 - $70.77 $2,397 - $2,618	37 Added 0.28%	13,419 $941,000
Q4 2021 Feb 15, 2022	BUY	$63.43 - $69.31 $848,820 - $927,506	13,382 New	13,382 $899,000

Others Institutions Holding BBCA

# of Institutions

203

Shares Held

82.7M

Call Options Held

100

Put Options Held

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About J P MORGAN ETF TR BETABUILDERS

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Hb Wealth Management, LLC J P Morgan ETF Tr Betabuilders Transaction History