Mallini Complete Financial Planning LLC J P Morgan Exchange Traded Fd Transaction History
Mallini Complete Financial Planning LLC
- $105 Billion
- Q4 2024
A detailed history of Mallini Complete Financial Planning LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Mallini Complete Financial Planning LLC holds 5,090 shares of JPIE stock, worth $233,172. This represents 0.22% of its overall portfolio holdings.
Number of Shares
5,090Holding current value
$233,172% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding JPIE
# of Institutions
261Shares Held
38.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$226 Million0.02% of portfolio
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Heritage Financial Services, LLC2.45MShares$112 Million15.27% of portfolio
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Savant Capital, LLC1.92MShares$88 Million0.71% of portfolio
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Royal Bank Of Canada Toronto, A61.88MShares$86.1 Million0.02% of portfolio
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Sequoia Financial Advisors, LLC1.78MShares$81.6 Million0.7% of portfolio