Ruggaard & Associates LLC J P MORGAN EXCHANGE TRADED F Transaction History

Ruggaard & Associates LLC

  • $249 Billion
  • Q2 2025
Number of Shares
227,167
Previous 227,038 0.06%
Holding current value
$12.2 Billion
Previous $12.2 Billion 0.19%
% of portfolio
4.89%
Previous 5.32%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
129 Added 0.06%
227,167 $12.2 Billion
Q1 2025

May 15, 2025
BUY
N/A
300 Added 0.13%
227,038 $12.2 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
2,401 Added 1.07%
226,738 $11.8 Billion
Q3 2024

Nov 14, 2024
SELL
N/A
-3,247 Reduced 1.43%
224,337 $12.3 Billion
Q2 2024

Aug 13, 2024
BUY
N/A
227,584 New
227,584 $11.9 Billion
Track This Portfolio

Track Ruggaard & Associates LLC Portfolio

Follow Ruggaard & Associates LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ruggaard & Associates LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ruggaard & Associates LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email