Principia Wealth Advisory, LLC J P Morgan Exchg Traded Fd Transaction History
Principia Wealth Advisory, LLC
- $118 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding BBUS
# of Institutions
181Shares Held
27.6MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.43MShares$511 Million0.04% of portfolio
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Janney Montgomery Scott LLC3.12MShares$360 Million0.91% of portfolio
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Vestmark Advisory Solutions, Inc.2.86MShares$330 Million5.19% of portfolio
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Lpl Financial LLC Fort Mill, SC2.8MShares$324 Million0.11% of portfolio
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Morgan Stanley New York, NY1.8MShares$207 Million0.01% of portfolio