Ulland Investment Advisors, LLC J.P. Morgan Hedged Equity Laddered Overlay ETF Transaction History

Ulland Investment Advisors, LLC

  • $131 Million
  • Q2 2025
Number of Shares
2,070
Previous 3,370 38.58%
Holding current value
$130,000
Previous $201,000 35.32%
% of portfolio
0.1%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
N/A
-1,300 Reduced 38.58%
2,070 $130,000
Q1 2025

Apr 15, 2025
BUY
N/A
3,370 New
3,370 $201,000
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