Avidian Wealth Solutions, LLC J P Morgan ETF Tr U S Value Fa Transaction History
Avidian Wealth Solutions, LLC
- $2.13 Billion
- Q3 2024
A detailed history of Avidian Wealth Solutions, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 356,582 shares of JVAL stock, worth $15.7 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
356,582
Previous 343,759
3.73%
Holding current value
$15.7 Million
Previous $14 Million
10.58%
% of portfolio
0.73%
Previous 0.6%
Shares
2 transactions
Others Institutions Holding JVAL
# of Institutions
121Shares Held
11.4MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$69.6 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.18MShares$51.8 Million3.0% of portfolio
-
Cwm, LLC865KShares$38.1 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC806KShares$35.5 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY553KShares$24.4 Million0.05% of portfolio