Vested Financial Planning, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Vested Financial Planning, LLC

  • $100 Billion
  • Q1 2025
Number of Shares
4,173
Previous 5,733 27.21%
Holding current value
$208 Million
Previous $287 Million 27.6%
% of portfolio
0.21%
Previous 0.27%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
N/A
-1,560 Reduced 27.21%
4,173 $208 Million
Q4 2024

Jan 28, 2025
BUY
N/A
5,733 New
5,733 $287 Million
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