WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC JQUA Holdings History
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's JPMorgan U.S. Quality Factor ETF Holding Summary
As of 2025-03-31, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC held 280,298.00 shares of JPMorgan U.S. Quality Factor ETF(JQUA), totaling $15.83 Mil. This investment constitutes 5.62% of their stock portfolio, and WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC now holds 0.27% of the outstanding JPMorgan U.S. Quality Factor ETF(JQUA) stock.
The initial trade took place in 2024Q4. And since then WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC has made 2 purchases of JQUA, at an average price of $58.39, for a total of 280,298.00 shares. Based on historical transaction data and JQUA's current price of $60.20, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's estimated gain on his JQUA holdings is $505,937.96, reflecting a 3.09% gain to date.
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC JQUA ($60.20) Holding Chart
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC JQUA ($60.20) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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