Hughes Financial Services, LLC JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF Transaction History

Hughes Financial Services, LLC

  • $511 Billion
  • Q1 2025
Number of Shares
109,107
Previous 56,384 93.51%
Holding current value
$6.52 Billion
Previous $3.5 Billion 86.46%
% of portfolio
1.28%
Previous 0.72%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
BUY
N/A
52,723 Added 93.51%
109,107 $6.52 Billion
Q4 2024

Feb 10, 2025
BUY
N/A
56,384 New
56,384 $3.5 Billion
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