Northwest Financial Advisors J P MORGAN EXCHANGE TRADED F Transaction History

Northwest Financial Advisors

  • $126 Billion
  • Q3 2024
Number of Shares
19,927
Previous 10,431 91.04%
Holding current value
$1.09 Billion
Previous $545 Million 99.81%
% of portfolio
0.87%
Previous 0.38%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
N/A
9,496 Added 91.04%
19,927 $1.09 Billion
Q2 2024

Aug 12, 2024
BUY
N/A
10,431 New
10,431 $545 Million
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