Wealthspire Advisors, LLC J P Morgan ETF Tr Betabuilders Transaction History

Wealthspire Advisors, LLC

  • $7.78 Billion
  • Q2 2024

A detailed history of Wealthspire Advisors, LLC transactions in J P Morgan ETF Tr Betabuilders stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 6,208 shares of BBCA stock, worth $440,519. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,208
Previous 7,749 19.89%
Holding current value
$440,519
Previous $517,000 22.05%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$63.81 - $67.27 $98,331 - $103,663
-1,541 Reduced 19.89%
6,208 $403,000
Q1 2024

May 06, 2024
SELL
$61.83 - $66.81 $42,353 - $45,764
-685 Reduced 8.12%
7,749 $517,000
Q4 2023

Feb 06, 2024
BUY
$54.74 - $64.43 $461,677 - $543,402
8,434 New
8,434 $540,000
Q2 2022

Aug 09, 2022
BUY
$57.62 - $70.69 $12,157 - $14,915
211 Added 1.27%
16,762 $985,000
Q4 2021

Feb 14, 2022
SELL
$63.43 - $69.31 $14,652 - $16,010
-231 Reduced 1.38%
16,551 $1.11 Million
Q3 2021

Nov 15, 2021
BUY
$61.83 - $66.16 $14,282 - $15,282
231 Added 1.4%
16,782 $1.06 Million
Q2 2021

Aug 13, 2021
BUY
$59.78 - $66.38 $989,418 - $1.1 Million
16,551 New
16,551 $1.07 Million

Others Institutions Holding BBCA

# of Institutions
188
Shares Held
89.9M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN ETF TR BETABUILDERS

BBCA Quotes by TradingView
  • Ticker BBCA
  • Sector ETFs
  • Industry ETFs
More about BBCA
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email