Mascagni Wealth Management, Inc. JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF Transaction History

Mascagni Wealth Management, Inc.

  • $117 Billion
  • Q2 2025
Number of Shares
20,230
Previous 19,565 3.4%
Holding current value
$1.27 Billion
Previous $1.17 Billion 8.42%
% of portfolio
1.08%
Previous 1.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
N/A
665 Added 3.4%
20,230 $1.27 Billion
Q1 2025

Apr 22, 2025
BUY
N/A
2,670 Added 15.8%
19,565 $1.17 Billion
Q1 2025

Apr 22, 2025
SELL
N/A
-2,670 Reduced 13.65%
16,895 $0
Q4 2024

Apr 22, 2025
BUY
N/A
2,670 Added 15.8%
19,565 $0
Q4 2024

Mar 21, 2025
BUY
N/A
16,895 New
16,895 $1.05 Billion
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