One Wealth Management Investment & Advisory Services, LLC J P Morgan ETF Tr Betabuilders Transaction History
One Wealth Management Investment & Advisory Services, LLC
- $57 Billion
- Q3 2024
A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in J P Morgan ETF Tr Betabuilders stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 3,639 shares of BBCA stock, worth $270,996. This represents 0.46% of its overall portfolio holdings.
Number of Shares
3,639
Previous 3,346
8.76%
Holding current value
$270,996
Previous $217 Million
21.01%
% of portfolio
0.46%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding BBCA
# of Institutions
203Shares Held
82.7MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY71.9MShares$5.36 Billion0.43% of portfolio
-
Bank Of America Corp Charlotte, NC1.74MShares$130 Million0.01% of portfolio
-
Richard Bernstein Advisors LLC1.08MShares$80.4 Million1.68% of portfolio
-
Envestnet Asset Management Inc895KShares$66.7 Million0.02% of portfolio
-
Assetmark, Inc752KShares$56 Million0.16% of portfolio