Triad Wealth Partners, LLC J P Morgan ETF Tr U S Value Fa Transaction History
Triad Wealth Partners, LLC
- $495 Billion
- Q2 2025
A detailed history of Triad Wealth Partners, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 6,447 shares of JVAL stock, worth $289,212. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,447Holding current value
$289,212% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding JVAL
# of Institutions
145Shares Held
11.1MCall 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
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Avidian Wealth Solutions, LLC962KShares$43.1 Million1.79% of portfolio
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Cwm, LLC854KShares$38.3 Million0.13% of portfolio
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Cerity Partners LLC New York, NY552KShares$24.7 Million0.04% of portfolio