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

Us Advisors Wealth Management, LLC

  • $269 Million
  • Q2 2025
Number of Shares
143,068
Previous 114,349 25.12%
Holding current value
$8.95 Million
Previous $6.82 Million 31.15%
% of portfolio
3.33%
Previous 2.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Us Advisors Wealth Management, LLC Portfolio

Follow Us Advisors Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Us Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Us Advisors Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email