Stone Crest Wealth Management, Inc. J P MORGAN EXCHANGE TRADED F Transaction History

Stone Crest Wealth Management, Inc.

  • $157 Billion
  • Q1 2025
Number of Shares
14,524
Previous 13,747 5.65%
Holding current value
$733 Million
Previous $690 Million 6.23%
% of portfolio
0.47%
Previous 0.45%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
N/A
777 Added 5.65%
14,524 $733 Million
Q4 2024

Jan 15, 2025
BUY
N/A
1,960 Added 16.63%
13,747 $690 Million
Q3 2024

Oct 08, 2024
BUY
N/A
11,787 New
11,787 $601 Million
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