Spire Wealth Management J P Morgan Exchg Traded Fd Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

A detailed history of Spire Wealth Management transactions in J P Morgan Exchg Traded Fd stock. As of the latest transaction made, Spire Wealth Management holds 215 shares of BBUS stock, worth $23,329. This represents 0.0% of its overall portfolio holdings.

Number of Shares

215

Previous 218 1.38%

Holding current value

$23,329

Previous $22,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$102.46 - $110.17 $307 - $330	-3 Reduced 1.38%	215 $22,000
Q3 2024 Oct 15, 2024	BUY	$93.22 - $103.58 $838 - $932	9 Added 4.31%	218 $22,000
Q2 2024 Jul 31, 2024	SELL	$89.42 - $98.82 $357 - $395	-4 Reduced 1.88%	209 $20,000
Q1 2024 Apr 24, 2024	SELL	$84.37 - $94.43 $2,446 - $2,738	-29 Reduced 11.98%	213 $20,000
Q4 2023 Feb 06, 2024	SELL	$74.0 - $86.19 $5,846 - $6,809	-79 Reduced 24.61%	242 $20,000
Q3 2023 Nov 08, 2023	SELL	$76.76 - $82.55 $1,765 - $1,898	-23 Reduced 6.69%	321 $24,000
Q2 2023 Aug 09, 2023	SELL	$72.57 - $79.71 $3,047 - $3,347	-42 Reduced 10.88%	344 $27,000
Q1 2023 May 09, 2023	BUY	$68.0 - $74.94 $26,248 - $28,926	386 New	386 $28,000

Others Institutions Holding BBUS

# of Institutions

153

Shares Held

20M

Call Options Held

Put Options Held

View Full List

About J P MORGAN EXCHG-TRADED FD

Ticker BBUS
Sector ETFs
Industry ETFs

More about BBUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Account

Spire Wealth Management J P Morgan Exchg Traded Fd Transaction History