Alpha Omega Wealth Management LLC J P Morgan ETF Tr U S Value Fa Transaction History
Alpha Omega Wealth Management LLC
- $533 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding JVAL
# of Institutions
149Shares Held
10.1MCall Options Held
0Put Options Held
0-
Cobblestone Capital Advisors LLC Rochester, NY1.19MShares$57.2 Million2.81% of portfolio
-
Lpl Financial LLC Fort Mill, SC994KShares$47.8 Million0.02% of portfolio
-
Avidian Wealth Solutions, LLC962KShares$46.2 Million1.79% of portfolio
-
Cwm, LLC854KShares$41 Million0.13% of portfolio
-
Cerity Partners LLC New York, NY552KShares$26.5 Million0.04% of portfolio