Jacobi Capital Management LLC INVESCO EXCH TRD SLF IDX FD Transaction History

Jacobi Capital Management LLC

  • $1.59 Billion
  • Q3 2025
Number of Shares
13,698
Previous 11,298 21.24%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 07, 2025
BUY
N/A
2,400 Added 21.24%
13,698 $0
Q2 2025

Aug 12, 2025
BUY
N/A
2,429 Added 27.39%
11,298 $0
Q1 2025

May 27, 2025
SELL
N/A
-1,199 Reduced 11.91%
8,869 $0
Q4 2024

Feb 05, 2025
BUY
N/A
540 Added 5.67%
10,068 $0
Q3 2024

Nov 14, 2024
BUY
N/A
1,245 Added 15.03%
9,528 $0
Q2 2024

Aug 09, 2024
BUY
N/A
8,283 New
8,283 $0
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