Avaii Wealth Management, LLC J P Morgan ETF Tr U S Value Fa Transaction History

Avaii Wealth Management, LLC

  • $178 Million
  • Q3 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 4,650 shares of JVAL stock, worth $202,647. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,650
Previous 5,092 8.68%
Holding current value
$202,647
Previous $208,000 2.88%
% of portfolio
0.11%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$39.66 - $43.57 $17,529 - $19,257
-442 Reduced 8.68%
4,650 $202,000
Q2 2024

Jul 31, 2024
SELL
$39.18 - $41.6 $10,774 - $11,440
-275 Reduced 5.12%
5,092 $208,000
Q1 2024

Apr 29, 2024
SELL
$37.71 - $41.62 $2,639 - $2,913
-70 Reduced 1.29%
5,367 $223,000
Q4 2023

Feb 05, 2024
BUY
$32.85 - $38.78 $178,605 - $210,846
5,437 New
5,437 $209,000

Others Institutions Holding JVAL

# of Institutions
121
Shares Held
11.4M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN ETF TR U S VALUE FA

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