Lifelong Wealth Advisors, Inc. J P MORGAN EXCHANGE TRADED F Transaction History

Lifelong Wealth Advisors, Inc.

  • $336 Billion
  • Q3 2025
Number of Shares
637,907
Previous 566,067 12.69%
Holding current value
$34.5 Billion
Previous $30.3 Billion 13.89%
% of portfolio
10.27%
Previous 10.06%

Shares

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

Oct 21, 2025
BUY
N/A
71,840 Added 12.69%
637,907 $34.5 Billion
Q2 2025

Jul 09, 2025
BUY
N/A
566,067 New
566,067 $30.3 Billion
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