J.W. Cole Advisors, Inc. PROFESIONALLY MANAGED PORTFO Transaction History

J.W. Cole Advisors, Inc.

  • $5.04 Billion
  • Q3 2025
Number of Shares
10,227
Previous 10,470 2.32%
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
Q3 2025

Nov 04, 2025
SELL
N/A
-243 Reduced 2.32%
10,227 $0
Q2 2025

Aug 12, 2025
BUY
N/A
740 Added 7.61%
10,470 $0
Q1 2025

May 05, 2025
BUY
N/A
9,730 New
9,730 $0
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