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

Htg Investment Advisors, Inc.

  • $269 Billion
  • Q2 2025
Number of Shares
242,683
Previous 221,610 9.51%
Holding current value
$15.2 Billion
Previous $13.2 Billion 14.83%
% of portfolio
5.65%
Previous 5.52%

Shares

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