Avaii Wealth Management, LLC J P Morgan ETF Tr U S Value Fa Transaction History
Avaii Wealth Management, LLC
- $168 Million
- Q1 2024
A detailed history of Avaii Wealth Management, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 5,367 shares of JVAL stock, worth $219,402. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,367
Previous 5,437
1.29%
Holding current value
$219,402
Previous $209,000
6.7%
% of portfolio
0.13%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding JVAL
# of Institutions
116Shares Held
21.1MCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA4.57MShares$187 Million0.75% of portfolio
-
First Citizens Bank & Trust CO4.43MShares$181 Million2.97% of portfolio
-
Brinker Capital Investments, LLC1.58MShares$64.6 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.14MShares$46.5 Million3.03% of portfolio
-
Orion Portfolio Solutions, LLC1.07MShares$43.6 Million0.5% of portfolio