J.W. Cole Advisors, Inc. MANAGED PORTFOLIO SERIES Transaction History

J.W. Cole Advisors, Inc.

  • $3.14 Billion
  • Q1 2025
Number of Shares
21,854
Previous 18,709 16.81%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 05, 2025
BUY
N/A
3,145 Added 16.81%
21,854 $0
Q4 2024

Jan 30, 2025
BUY
N/A
3,459 Added 22.68%
18,709 $0
Q3 2024

Oct 24, 2024
BUY
N/A
15,250 New
15,250 $0
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