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

Source Financial Advisors LLC

  • $325 Million
  • Q2 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 6,330 shares of BBCA stock, worth $423,223. This represents 0.13% of its overall portfolio holdings.

Number of Shares
6,330
Previous 6,242 1.41%
Holding current value
$423,223
Previous $417,000 1.44%
% of portfolio
0.13%
Previous 0.13%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$56.65 - $61.61 $577,886 - $628,483
-10,201 Reduced 42.43%
13,840 $792,000
Q3 2022

Nov 14, 2022
SELL
N/A
-679 Reduced 2.75%
24,041 $1.29 Million
Q2 2022

Aug 15, 2022
BUY
N/A
10,831 Added 77.98%
24,720 $1.45 Million
Q1 2022

May 16, 2022
BUY
N/A
13,889 New
13,889 $974,000

Others Institutions Holding BBCA

# of Institutions
174
Shares Held
88.1M
Call Options Held
1.5K
Put Options Held
200
View Full List

About J P MORGAN ETF TR BETABUILDERS

BBCA Quotes by TradingView
  • Ticker BBCA
  • Sector ETFs
  • Industry ETFs
More about BBCA
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