Us Advisors Wealth Management, LLC J P MORGAN HEDGED EQUITY LADDERED OVERLAY ETF Transaction History

Us Advisors Wealth Management, LLC

  • $290 Million
  • Q3 2025
Number of Shares
160,673
Previous 143,068 12.31%
Holding current value
$10.4 Million
Previous $8.95 Million 16.68%
% of portfolio
3.6%
Previous 3.33%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
N/A
17,605 Added 12.31%
160,673 $10.4 Million
Q2 2025

Jul 22, 2025
BUY
N/A
28,719 Added 25.12%
143,068 $8.95 Million
Q1 2025

May 06, 2025
BUY
N/A
14,500 Added 14.52%
114,349 $6.82 Million
Q4 2024

Jan 23, 2025
BUY
N/A
99,849 New
99,849 $6.19 Million
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