Consilium Wealth Advisory, LLC's ownership history for JEPQ

Consilium Wealth Advisory, LLC currently holds 16.9K shares with a market value of $941.1K. It started holding JEPQ on 2024-09-30. At its peak, it held 16.9K shares on 2026-03-31. Its highest holding value was $972.5K on 2025-12-31. At its lowest, it held 15.3K shares on 2024-09-30, with a value of $827.3K on 2025-03-31. In the recent 180 days, Consilium Wealth Advisory, LLC has increased its shares by 419. In the recent year, Consilium Wealth Advisory, LLC has increased its shares by 972.