LTFS
JPBI

Ladenburg Thalmann Financial Services’s James Purpose Based Investment ETF JPBI Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio JPBI Stock Details JPBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-425
Closed -$8K – 5509
2018
Q4 		$8K Hold
425
– – ﹤0.01% 4430
2018
Q3 		$11K Hold
425
– – ﹤0.01% 4263
2018
Q2 		$10K Hold
425
– – ﹤0.01% 4272
2018
Q1 		$10K Buy
+425
New +$10.8K ﹤0.01% 4272