Steward Partners Investment Advisory, LLC Jp Morgan Exc Trd Fd Tr Betabu Transaction History

Steward Partners Investment Advisory, LLC

$16.6 Billion
Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Jp Morgan Exc Trd Fd Tr Betabu stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 3,487 shares of BBMC stock, worth $359,195. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,487

Previous 3,207 8.73%

Holding current value

$359,195

Previous $312,000 16.03%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$97.9 - $106.24 $27,412 - $29,747	280 Added 8.73%	3,487 $362,000
Q2 2025 Aug 12, 2025	BUY	$79.01 - $97.45 $19,199 - $23,680	243 Added 8.2%	3,207 $312,000
Q1 2025 May 13, 2025	BUY	$88.44 - $101.55 $57,751 - $66,312	653 Added 28.26%	2,964 $267,000
Q4 2024 Feb 06, 2025	BUY	$93.27 - $105.01 $35,722 - $40,218	383 Added 19.87%	2,311 $222,000
Q3 2024 Nov 14, 2024	BUY	$85.51 - $94.69 $27,790 - $30,774	325 Added 20.27%	1,928 $182,000

Q2 2024 Aug 08, 2024	BUY	$85.26 - $91.89 $21,315 - $22,972	250 Added 18.48%	1,603 $141,000
Q1 2024 May 15, 2024	BUY	$81.5 - $92.45 $110,269 - $125,084	1,353 New	1,353 $125,000

Others Institutions Holding BBMC

# of Institutions

Shares Held

18M

Call Options Held

Put Options Held

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About JP MORGAN EXC-TRD FD TR BETABU

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Steward Partners Investment Advisory, LLC Jp Morgan Exc Trd Fd Tr Betabu Transaction History