Htg Investment Advisors, Inc. J P MORGAN EXCHANGE TRADED F Transaction History

Htg Investment Advisors, Inc.

  • $297 Billion
  • Q3 2025
Number of Shares
249,083
Previous 242,683 2.64%
Holding current value
$16.2 Billion
Previous $15.2 Billion 6.61%
% of portfolio
5.45%
Previous 5.65%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
N/A
6,400 Added 2.64%
249,083 $16.2 Billion
Q2 2025

Jul 23, 2025
BUY
N/A
21,073 Added 9.51%
242,683 $15.2 Billion
Q1 2025

May 02, 2025
BUY
N/A
206,599 Added 1376.32%
221,610 $13.2 Billion
Q4 2024

Jan 27, 2025
BUY
N/A
15,011 New
15,011 $931 Million
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