Smallwood Wealth Investment Management, LLC JPMORGAN CHASE FINL CO LLC Transaction History

Smallwood Wealth Investment Management, LLC

  • $142 Million
  • Q4 2024
Number of Shares
85,769
Previous 63,201 35.71%
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
Q4 2024

Jan 17, 2025
BUY
N/A
22,568 Added 35.71%
85,769 $0
Q3 2024

Oct 16, 2024
BUY
N/A
1,167 Added 1.88%
63,201 $0
Q2 2024

Jul 26, 2024
BUY
N/A
62,034 New
62,034 $0
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