Ci Private Wealth, LLC J P Morgan ETF Tr U S Value Fa Transaction History
Ci Private Wealth, LLC
- $56.4 Billion
- Q2 2024
A detailed history of Ci Private Wealth, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Ci Private Wealth, LLC holds 5,301 shares of JVAL stock, worth $229,851. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,301
Previous 6,008
11.77%
Holding current value
$229,851
Previous $250,000
13.6%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding JVAL
# of Institutions
121Shares Held
21.3MCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA4.62MShares$200 Million0.72% of portfolio
-
First Citizens Bank & Trust CO4.47MShares$194 Million2.9% of portfolio
-
Brinker Capital Investments, LLC1.58MShares$68.5 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.17MShares$50.6 Million2.98% of portfolio
-
Orion Portfolio Solutions, LLC1.01MShares$43.7 Million0.46% of portfolio