Wealthspire Advisors, LLC J P Morgan Betabuilders Develo Transaction History

Wealthspire Advisors, LLC

$16.6 Billion
Q1 2025

A detailed history of Wealthspire Advisors, LLC transactions in J P Morgan Betabuilders Develo stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 6,921 shares of BBAX stock, worth $381,208. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,921

Previous 7,000 1.13%

Holding current value

$381,208

Previous $341,000 1.47%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$48.21 - $51.59 $3,808 - $4,075	-79 Reduced 1.13%	6,921 $336,000
Q3 2024 Nov 13, 2024	SELL	$46.61 - $54.03 $129,482 - $150,095	-2,778 Reduced 28.41%	7,000 $378,000
Q2 2024 Aug 08, 2024	BUY	$45.57 - $50.69 $13,124 - $14,598	288 Added 3.03%	9,778 $473,000
Q1 2024 May 06, 2024	SELL	$46.22 - $49.29 $103,163 - $110,015	-2,232 Reduced 19.04%	9,490 $457,000
Q4 2023 Feb 06, 2024	BUY	$43.33 - $49.68 $281,904 - $323,218	6,506 Added 124.73%	11,722 $580,000
Q3 2023 Nov 06, 2023	BUY	$44.55 - $49.85 $15,815 - $17,696	355 Added 7.3%	5,216 $234,000
Q1 2023 May 09, 2023	SELL	$47.47 - $54.2 $3,275 - $3,739	-69 Reduced 1.4%	4,861 $238,000
Q4 2022 Feb 13, 2023	BUY	$41.9 - $50.5 $2,891 - $3,484	69 Added 1.42%	4,930 $241,000
Q4 2021 Feb 14, 2022	SELL	$52.93 - $57.71 $4,181 - $4,559	-79 Reduced 1.6%	4,861 $263,000
Q3 2021 Nov 15, 2021	BUY	$53.91 - $59.11 $4,258 - $4,669	79 Added 1.63%	4,940 $268,000
Q2 2021 Aug 13, 2021	BUY	$57.42 - $60.72 $279,118 - $295,159	4,861 New	4,861 $284,000

Others Institutions Holding BBAX

# of Institutions

109

Shares Held

92M

Call Options Held

200

Put Options Held

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About J P MORGAN BETABUILDERS DEVELO

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Wealthspire Advisors, LLC J P Morgan Betabuilders Develo Transaction History