Fiduciary Alliance LLC J P Morgan ETF Tr U S Value Fa Transaction History
Fiduciary Alliance LLC
- $1.34 Trillion
- Q2 2025
Shares
2 transactions
Others Institutions Holding JVAL
# of Institutions
145Shares Held
11MCall Options Held
0Put Options Held
0-
Cobblestone Capital Advisors LLC Rochester, NY1.19MShares$53.4 Million2.81% of portfolio
-
Lpl Financial LLC Fort Mill, SC994KShares$44.6 Million0.02% of portfolio
-
Avidian Wealth Solutions, LLC962KShares$43.1 Million1.79% of portfolio
-
Cwm, LLC854KShares$38.3 Million0.13% of portfolio
-
Cerity Partners LLC New York, NY544KShares$24.4 Million0.05% of portfolio