Avidian Wealth Solutions, LLC J P Morgan ETF Tr U S Value Fa Transaction History
Avidian Wealth Solutions, LLC
- $2.18 Billion
- Q1 2025
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 529,993 shares of JVAL stock, worth $21.1 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
529,993
Previous 366,671
44.54%
Holding current value
$21.1 Million
Previous $15.8 Million
38.59%
% of portfolio
1.01%
Previous 0.73%
Shares
4 transactions
Others Institutions Holding JVAL
# of Institutions
127Shares Held
11.4MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$62.8 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.19MShares$47.3 Million2.92% of portfolio
-
Cwm, LLC860KShares$34.2 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC833KShares$33.1 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY541KShares$21.5 Million0.05% of portfolio