Mn Wealth Advisors, LLC JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF Transaction History

Mn Wealth Advisors, LLC

  • $172 Billion
  • Q2 2024
Number of Shares
11,167
Previous 7,317 52.62%
Holding current value
$654 Million
Previous $410 Million 59.69%
% of portfolio
0.38%
Previous 0.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
BUY
N/A
3,850 Added 52.62%
11,167 $654 Million
Q1 2024

Apr 30, 2024
BUY
N/A
1,406 Added 23.79%
7,317 $410 Million
Q4 2023

Feb 12, 2024
BUY
N/A
5,911 New
5,911 $313 Million
Track This Portfolio

Track Mn Wealth Advisors, LLC Portfolio

Follow Mn Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mn Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mn Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email