Partners Wealth Management, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Partners Wealth Management, LLC

  • $88.2 Billion
  • Q1 2025
Number of Shares
15,231
Previous 11,846 28.58%
Holding current value
$909 Million
Previous $735 Million 23.68%
% of portfolio
1.03%
Previous 0.84%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
N/A
3,385 Added 28.58%
15,231 $909 Million
Q4 2024

Feb 04, 2025
BUY
N/A
11,846 New
11,846 $735 Million
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