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

Smallwood Wealth Investment Management, LLC

  • $152 Million
  • Q1 2025
Number of Shares
35,751
Previous 21,889 63.33%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 25, 2025
BUY
N/A
13,862 Added 63.33%
35,751 $0
Q4 2024

Jan 17, 2025
BUY
N/A
12,367 Added 129.88%
21,889 $0
Q3 2024

Oct 16, 2024
BUY
N/A
9,522 New
9,522 $0
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