Baystate Wealth Management LLC J P Morgan ETF Tr U S Value Fa Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Baystate Wealth Management LLC holds 37,538 shares of JVAL stock, worth $1.62 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
37,538
Previous 41,149
8.78%
Holding current value
$1.62 Million
Previous $1.43 Million
1.61%
% of portfolio
0.11%
Previous 0.12%
Shares
7 transactions
Others Institutions Holding JVAL
# of Institutions
121Shares Held
21.3MCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA4.62MShares$199 Million0.72% of portfolio
-
First Citizens Bank & Trust CO4.47MShares$193 Million2.9% of portfolio
-
Brinker Capital Investments, LLC1.58MShares$68.2 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.17MShares$50.4 Million2.98% of portfolio
-
Orion Portfolio Solutions, LLC1.01MShares$43.5 Million0.46% of portfolio