Lake Street Financial LLC J P Morgan Exchg Traded Fd Transaction History

Lake Street Financial LLC

$608 Million
Q4 2024

A detailed history of Lake Street Financial LLC transactions in J P Morgan Exchg Traded Fd stock. As of the latest transaction made, Lake Street Financial LLC holds 46,900 shares of BBUS stock, worth $4.8 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

46,900

Previous 42,086 11.44%

Holding current value

$4.8 Million

Previous $4.36 Million 13.95%

% of portfolio

0.82%

Previous 0.73%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$102.46 - $110.17 $493,242 - $530,358	4,814 Added 11.44%	46,900 $4.97 Million
Q3 2024 Oct 22, 2024	BUY	$93.22 - $103.58 $613,853 - $682,074	6,585 Added 18.55%	42,086 $4.36 Million
Q2 2024 Jul 12, 2024	SELL	$89.42 - $98.82 $113,295 - $125,204	-1,267 Reduced 3.45%	35,501 $3.48 Million
Q1 2024 Apr 19, 2024	BUY	$84.37 - $94.43 $98,291 - $110,010	1,165 Added 3.27%	36,768 $3.47 Million
Q4 2023 Jan 10, 2024	BUY	$74.0 - $86.19 $207,718 - $241,935	2,807 Added 8.56%	35,603 $3.06 Million
Q3 2023 Oct 20, 2023	BUY	$76.76 - $82.55 $321,163 - $345,389	4,184 Added 14.62%	32,796 $2.53 Million
Q2 2023 Jul 18, 2023	SELL	$72.57 - $79.71 $40,639 - $44,637	-560 Reduced 1.92%	28,612 $2.28 Million
Q1 2023 Apr 17, 2023	BUY	$68.0 - $74.94 $141,916 - $156,399	2,087 Added 7.71%	29,172 $2.15 Million
Q4 2022 Jan 25, 2023	BUY	$64.12 - $73.24 $343,811 - $392,712	5,362 Added 24.68%	27,085 $0
Q3 2022 Oct 21, 2022	SELL	$64.34 - $77.44 $81,647 - $98,271	-1,269 Reduced 5.52%	21,723 $1.4 Million
Q2 2022 Jul 12, 2022	BUY	$65.83 - $82.81 $1.13 Million - $1.42 Million	17,152 Added 293.7%	22,992 $1.56 Million
Q1 2022 May 09, 2022	BUY	$75.13 - $86.85 $438,759 - $507,203	5,840 New	5,840 $478,000

Others Institutions Holding BBUS

# of Institutions

154

Shares Held

20M

Call Options Held

Put Options Held

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About J P MORGAN EXCHG-TRADED FD

Ticker BBUS
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Lake Street Financial LLC J P Morgan Exchg Traded Fd Transaction History