Bogart Wealth, LLC J P Morgan ETF Tr U S Value Fa Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding JVAL
# of Institutions
121Shares Held
11.4MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$69.1 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.18MShares$51.4 Million3.0% of portfolio
-
Cwm, LLC865KShares$37.8 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC806KShares$35.2 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY553KShares$24.2 Million0.05% of portfolio