Mark Sheptoff Financial Planning, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Mark Sheptoff Financial Planning, LLC

  • $180 Million
  • Q2 2025
Number of Shares
797
Previous 560 42.32%
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
Q2 2025

Aug 06, 2025
BUY
N/A
237 Added 42.32%
797 $0
Q4 2024

Feb 11, 2025
BUY
N/A
375 Added 202.7%
560 $0
Q3 2024

Nov 14, 2024
BUY
N/A
185 New
185 $0
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