Mascagni Wealth Management, Inc. JPMORGAN U.S. TECH LEADERS ETF Transaction History

Mascagni Wealth Management, Inc.

  • $129 Billion
  • Q3 2025
Number of Shares
3,058
Previous 3,987 23.3%
Holding current value
$281 Million
Previous $337 Million 16.48%
% of portfolio
0.22%
Previous 0.29%

Shares

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

Oct 15, 2025
SELL
N/A
-929 Reduced 23.3%
3,058 $281 Million
Q2 2025

Aug 06, 2025
SELL
N/A
-1,237 Reduced 23.68%
3,987 $337 Million
Q1 2025

Apr 22, 2025
BUY
N/A
5,224 New
5,224 $351 Million
Q1 2025

Apr 22, 2025
SELL
N/A
-5,224 Closed
0 $0
Q4 2024

Apr 22, 2025
BUY
N/A
2,849 Added 119.96%
5,224 $0
Q4 2024

Mar 21, 2025
BUY
N/A
2,375 New
2,375 $180 Million
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