Ulland Investment Advisors, LLC J.P. Morgan U.S. Tech Leaders ETF Transaction History

Ulland Investment Advisors, LLC

  • $157 Million
  • Q4 2024
Number of Shares
21,056
Previous 19,364 8.74%
Holding current value
$1.59 Million
Previous $1.33 Million 19.77%
% of portfolio
1.02%
Previous 0.97%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
N/A
1,692 Added 8.74%
21,056 $1.59 Million
Q3 2024

Oct 15, 2024
SELL
N/A
-1,498 Reduced 7.18%
19,364 $1.33 Million
Q2 2024

Jul 16, 2024
BUY
N/A
136 Added 0.66%
20,862 $1.45 Million
Q1 2024

Apr 25, 2024
BUY
N/A
20,726 New
20,726 $1.37 Million
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