Glass Jacobson Investment Advisors’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$21.6K Hold
2025
Q1
$17.9K Hold
2024
Q4
$17.9K Hold
2024
Q3
$16.5K Hold
2024
Q2
$16.5K Buy