Wealth Alliance Advisory Group, LLC J P Morgan Exchg Traded Fd Tr Transaction History

Wealth Alliance Advisory Group, LLC

$416 Million
Q1 2025

A detailed history of Wealth Alliance Advisory Group, LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Wealth Alliance Advisory Group, LLC holds 7,056 shares of JIRE stock, worth $454,406. This represents 0.11% of its overall portfolio holdings.

Number of Shares

7,056

Previous 273,848 97.42%

Holding current value

$454,406

Previous $16 Million 97.17%

% of portfolio

0.11%

Previous 3.65%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$58.04 - $65.84 $15.5 Million - $17.6 Million	-266,792 Reduced 97.42%	7,056 $454,000
Q4 2024 Jan 15, 2025	BUY	$58.46 - $65.6 $245,356 - $275,323	4,197 Added 1.56%	273,848 $16 Million
Q3 2024 Oct 18, 2024	BUY	$60.25 - $66.85 $251,905 - $279,499	4,181 Added 1.57%	269,651 $17.8 Million
Q2 2024 Jul 30, 2024	BUY	$59.87 - $64.55 $241,515 - $260,394	4,034 Added 1.54%	265,470 $16.6 Million
Q1 2024 Apr 15, 2024	BUY	$56.8 - $62.88 $572,260 - $633,516	10,075 Added 4.01%	261,436 $16.4 Million
Q4 2023 Jan 10, 2024	BUY	$52.16 - $59.25 $481,228 - $546,640	9,226 Added 3.81%	251,361 $14.7 Million
Q3 2023 Oct 10, 2023	BUY	$54.17 - $58.66 $13.1 Million - $14.2 Million	242,135 New	242,135 $13.2 Million

Others Institutions Holding JIRE

# of Institutions

177

Shares Held

88.8M

Call Options Held

100

Put Options Held

900

View Full List

About J P MORGAN EXCHG-TRADED FD TR

Ticker JIRE
Sector ETFs
Industry ETFs

More about JIRE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Alliance Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Alliance Advisory Group, LLC with notifications on news.

Account

Wealth Alliance Advisory Group, LLC J P Morgan Exchg Traded Fd Tr Transaction History