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

Us Advisors Wealth Management, LLC

  • $287 Million
  • Q1 2025
Number of Shares
114,349
Previous 99,849 14.52%
Holding current value
$6.82 Million
Previous $6.19 Million 10.17%
% of portfolio
2.38%
Previous 2.01%

Shares

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