Wealth Plan Investment Management, LLC J P Morgan Exchg Traded Fd Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in J P Morgan Exchg Traded Fd stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 25,282 shares of BBUS stock, worth $3.03 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
25,282
Previous 34,573 26.87%
Holding current value
$3.03 Million
Previous $3.87 Million 21.17%
% of portfolio
0.22%
Previous 0.3%

Shares

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

Oct 27, 2025
SELL
$111.77 - $121.28 $1.04 Million - $1.13 Million
-9,291 Reduced 26.87%
25,282 $3.05 Million
Q2 2025

Jul 28, 2025
BUY
$89.63 - $111.92 $3.1 Million - $3.87 Million
34,573 New
34,573 $3.87 Million

Others Institutions Holding BBUS

# of Institutions
184
Shares Held
27.4M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHG-TRADED FD

BBUS Quotes by TradingView
  • Ticker BBUS
  • Sector ETFs
  • Industry ETFs
More about BBUS
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