R Pg Family Wealth Advisory, LLC Jpmorgan Chase & CO Alerian Ml Transaction History

R Pg Family Wealth Advisory, LLC

$284 Million
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 09, 2023	BUY	$21.7 - $23.09 $2.51 Million - $2.67 Million	115,845 New	115,845 $2.65 Million
Q2 2021 Aug 13, 2021	SELL	N/A	-121,879 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	N/A	121,879 New	121,879 $0
Q3 2020 Nov 10, 2020	SELL	N/A	-68,154 Closed	0 $0
Q2 2020 Aug 10, 2020	BUY	N/A	7,248 Added 11.9%	68,154 $0
Q1 2020 May 14, 2020	BUY	N/A	28,856 Added 90.03%	60,906 $0
Q4 2019 Feb 12, 2020	BUY	N/A	6,598 Added 25.92%	32,050 $0
Q3 2019 Nov 12, 2019	SELL	N/A	-20,915 Reduced 45.11%	25,452 $0
Q2 2019 Aug 13, 2019	SELL	N/A	-5,171 Reduced 10.03%	46,367 $0
Q1 2019 May 14, 2019	BUY	N/A	43,876 Added 572.64%	51,538 $0
Q4 2018 Feb 14, 2019	BUY	N/A	3,474 Added 82.95%	7,662 $0
Q3 2018 Nov 14, 2018	BUY	N/A	974 Added 30.3%	4,188 $0
Q2 2018 Aug 10, 2018	SELL	N/A	-2,569 Reduced 44.42%	3,214 $0
Q1 2018 May 15, 2018	BUY	N/A	3,262 Added 129.39%	5,783 $0
Q4 2017 Feb 13, 2018	BUY	N/A	784 Added 45.14%	2,521 $0
Q3 2017 Nov 08, 2017	SELL	N/A	-2,733 Reduced 61.14%	1,737 $0
Q2 2017 Aug 14, 2017	BUY	N/A	4,470	4,470 $0

Others Institutions Holding AMJ

# of Institutions

15

Shares Held

662K

Call Options Held

200

Put Options Held

0

About JPMORGAN CHASE & CO ALERIAN ML

Ticker AMJ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of R Pg Family Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on R Pg Family Wealth Advisory, LLC with notifications on news.