Avaii Wealth Management, LLC Jp Morgan ETF Fd Tr Active Val Transaction History

Avaii Wealth Management, LLC

  • $168 Million
  • Q1 2024

A detailed history of Avaii Wealth Management, LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 142,163 shares of JAVA stock, worth $8.41 Million. This represents 5.06% of its overall portfolio holdings.

Number of Shares
142,163
Previous 118,581 19.89%
Holding current value
$8.41 Million
Previous $6.6 Million 29.1%
% of portfolio
5.06%
Previous 4.34%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
BUY
$54.39 - $59.89 $1.28 Million - $1.41 Million
23,582 Added 19.89%
142,163 $8.51 Million
Q4 2023

Feb 05, 2024
BUY
$48.63 - $55.81 $919,836 - $1.06 Million
18,915 Added 18.98%
118,581 $6.6 Million
Q3 2023

Oct 24, 2023
BUY
$51.26 - $55.09 $443,142 - $476,253
8,645 Added 9.5%
99,666 $5.11 Million
Q2 2023

Jul 31, 2023
BUY
$50.18 - $53.15 $4.57 Million - $4.84 Million
91,021 New
91,021 $4.84 Million

Others Institutions Holding JAVA

# of Institutions
142
Shares Held
14.3M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN ETF FD TR ACTIVE VAL

JAVA Quotes by TradingView
  • Ticker JAVA
  • Sector ETFs
  • Industry ETFs
More about JAVA
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