Source Financial Advisors LLC J P Morgan ETF Tr Betabuilders Transaction History

Source Financial Advisors LLC

  • $337 Million
  • Q3 2024

A detailed history of Source Financial Advisors LLC transactions in J P Morgan ETF Tr Betabuilders stock. As of the latest transaction made, Source Financial Advisors LLC holds 6,467 shares of BBCA stock, worth $460,838. This represents 0.14% of its overall portfolio holdings.

Number of Shares
6,467
Previous 6,330 2.16%
Holding current value
$460,838
Previous $411,000 13.63%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Nov 01, 2024
BUY
$64.0 - $72.54 $8,768 - $9,937
137 Added 2.16%
6,467 $467,000
Q2 2024

Jul 17, 2024
BUY
$63.81 - $67.27 $5,615 - $5,919
88 Added 1.41%
6,330 $411,000
Q1 2024

May 01, 2024
SELL
$61.83 - $66.81 $289,488 - $312,804
-4,682 Reduced 42.86%
6,242 $417,000
Q4 2023

Jan 11, 2024
SELL
$54.74 - $64.43 $12,480 - $14,690
-228 Reduced 2.04%
10,924 $700,000
Q3 2023

Oct 26, 2023
BUY
$58.09 - $63.16 $19,692 - $21,411
339 Added 3.14%
11,152 $648,000
Q2 2023

Jul 24, 2023
SELL
$58.03 - $62.03 $3,191 - $3,411
-55 Reduced 0.51%
10,813 $662,000
Q1 2023

Apr 20, 2023
SELL
$56.59 - $62.61 $168,185 - $186,076
-2,972 Reduced 21.47%
10,868 $646,000
Q4 2022

Jan 31, 2023
SELL
$52.74 - $61.61 $538,000 - $628,483
-10,201 Reduced 42.43%
13,840 $792,000
Q3 2022

Nov 14, 2022
SELL
$53.44 - $63.27 $36,285 - $42,960
-679 Reduced 2.75%
24,041 $1.29 Million
Q2 2022

Aug 15, 2022
BUY
$57.62 - $70.69 $624,082 - $765,643
10,831 Added 77.98%
24,720 $1.45 Million
Q1 2022

May 16, 2022
BUY
$64.8 - $70.77 $900,007 - $982,924
13,889 New
13,889 $974,000

Others Institutions Holding BBCA

# of Institutions
217
Shares Held
84.6M
Call Options Held
10.4K
Put Options Held
0
View Full List

About J P MORGAN ETF TR BETABUILDERS

BBCA Quotes by TradingView
  • Ticker BBCA
  • Sector ETFs
  • Industry ETFs
More about BBCA
Track This Portfolio

Track Source Financial Advisors LLC Portfolio

Follow Source Financial Advisors 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 Source Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Source Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email