Avantax Advisory Services, Inc. J P Morgan Exchange Traded Fd Transaction History
Avantax Advisory Services, Inc.
- $11.1 Billion
- Q1 2024
A detailed history of Avantax Advisory Services, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 9,655 shares of JPIE stock, worth $436,985. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,655
Previous 4,539
112.71%
Holding current value
$436,985
Previous $207,000
112.08%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding JPIE
# of Institutions
180Shares Held
20.5MCall Options Held
0Put Options Held
0-
Heritage Financial Services, LLC2.17MShares$98.2 Million15.13% of portfolio
-
Jpmorgan Chase & CO New York, NY1.84MShares$83.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.01MShares$45.8 Million0.0% of portfolio
-
Syntegra Private Wealth Group, LLC Chesterfield, MO739KShares$33.5 Million4.35% of portfolio
-
D'Orazio & Associates, Inc. Falls Church, VA628KShares$28.4 Million4.63% of portfolio