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

Investment Planning Advisors, Inc.

  • $273 Million
  • Q3 2025
Number of Shares
61,351
Previous 482,072 87.27%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 21, 2025
SELL
N/A
-420,721 Reduced 87.27%
61,351 $0
Q2 2025

Jul 21, 2025
BUY
N/A
36,304 Added 8.14%
482,072 $0
Q1 2025

Apr 22, 2025
BUY
N/A
180,000 Added 67.73%
445,768 $0
Q4 2024

Jan 22, 2025
BUY
N/A
105,767 Added 66.1%
265,768 $0
Q2 2024

Jul 22, 2024
BUY
N/A
160,001 New
160,001 $9.98 Billion
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