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

Mn Wealth Advisors, LLC

21,295

Previous 15,376 38.5%

$1.27 Billion

Previous $954 Million 33.22%

0.75%

Previous 0.54%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 18, 2025	BUY	N/A	5,919 Added 38.5%	21,295 $1.27 Billion
Q4 2024 Jan 30, 2025	BUY	N/A	2,220 Added 16.87%	15,376 $954 Million
Q3 2024 Oct 15, 2024	BUY	N/A	1,989 Added 17.81%	13,156 $804 Million
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

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

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