Apella Capital, LLC Jpmorgan Diversified Return Us Transaction History
Apella Capital, LLC
- $2.41 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding JPUS
# of Institutions
86Shares Held
2.98MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD517KShares$59.2 Million9.47% of portfolio
-
St Germain D J CO Inc Springfield, MA445KShares$51 Million2.38% of portfolio
-
Modera Wealth Management, LLC320KShares$36.7 Million0.49% of portfolio
-
Captrust Financial Advisors Raleigh, NC213KShares$24.4 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC212KShares$24.3 Million0.0% of portfolio