Philip James Wealth Mangement, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Philip James Wealth Mangement, LLC

  • $814 Billion
  • Q3 2024
Number of Shares
164,690
Previous 158,321 4.02%
Holding current value
$10.1 Billion
Previous $9.27 Billion 8.61%
% of portfolio
1.24%
Previous 6.17%

Shares

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

Oct 31, 2024
BUY
N/A
6,369 Added 4.02%
164,690 $10.1 Billion
Q2 2024

Jul 23, 2024
BUY
N/A
111,789 Added 240.24%
158,321 $9.27 Billion
Q1 2024

Apr 29, 2024
BUY
N/A
40,709 Added 699.11%
46,532 $2.6 Billion
Q4 2023

Jan 29, 2024
BUY
N/A
5,823 New
5,823 $308 Million
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