Catalyst Wealth Management, LLC J P Morgan ETF Tr U S Value Fa Transaction History
Catalyst Wealth Management, LLC
- $107 Billion
- Q1 2023
A detailed history of Catalyst Wealth Management, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 12,927 shares of JVAL stock, worth $556,119. This represents 0.41% of its overall portfolio holdings.
Number of Shares
12,927
Previous 15,064
14.19%
Holding current value
$556,119
Previous $499 Million
11.8%
% of portfolio
0.41%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding JVAL
# of Institutions
131Shares Held
11.7MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$68 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.19MShares$51.3 Million2.92% of portfolio
-
Cwm, LLC860KShares$37 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC833KShares$35.8 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY541KShares$23.3 Million0.05% of portfolio