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

Avaii Wealth Management, LLC

  • $196 Million
  • Q2 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 6,214 shares of JAVA stock, worth $431,624. This represents 0.21% of its overall portfolio holdings.

Number of Shares
6,214
Previous 12,476 50.19%
Holding current value
$431,624
Previous $792,000 48.61%
% of portfolio
0.21%
Previous 0.46%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$56.84 - $65.5 $355,932 - $410,161
-6,262 Reduced 50.19%
6,214 $407,000
Q1 2025

Apr 16, 2025
SELL
$61.9 - $66.89 $9.62 Million - $10.4 Million
-155,350 Reduced 92.57%
12,476 $792,000
Q4 2024

Jan 21, 2025
BUY
$63.01 - $68.55 $259,727 - $282,563
4,122 Added 2.52%
167,826 $10.6 Million
Q3 2024

Oct 16, 2024
BUY
$58.75 - $64.07 $721,802 - $787,164
12,286 Added 8.11%
163,704 $10.5 Million
Q2 2024

Jul 31, 2024
BUY
$56.88 - $60.48 $526,424 - $559,742
9,255 Added 6.51%
151,418 $8.97 Million
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
246
Shares Held
54.7M
Call Options Held
5.2K
Put Options Held
4.6K
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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