Avaii Wealth Management, LLC Jp Morgan ETF Fd Tr Active Val Transaction History
Avaii Wealth Management, LLC
- $229 Million
- Q3 2025
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 6,002 shares of JAVA stock, worth $417,679. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,002
Previous 6,214
3.41%
Holding current value
$417,679
Previous $407,000
1.47%
% of portfolio
0.18%
Previous 0.21%
Shares
10 transactions
Others Institutions Holding JAVA
# of Institutions
247Shares Held
60.8MCall Options Held
4KPut Options Held
6K-
Jpmorgan Chase & CO New York, NY16MShares$1.11 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.73MShares$399 Million0.12% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN3.84MShares$268 Million4.39% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL3.76MShares$262 Million3.46% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.53MShares$176 Million0.04% of portfolio