Capital Advisors Wealth Management, LLC Jp Morgan ETF Fd Tr Active Val Transaction History
Capital Advisors Wealth Management, LLC
- $556 Million
- Q4 2024
A detailed history of Capital Advisors Wealth Management, LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 3,522 shares of JAVA stock, worth $225,901. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,522
Previous 3,508
0.4%
Holding current value
$225,901
Previous $224,000
0.89%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding JAVA
# of Institutions
201Shares Held
33.4MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY10.2MShares$656 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.83MShares$182 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.43MShares$91.9 Million0.02% of portfolio
-
Janney Montgomery Scott LLC1.43MShares$91.5 Million0.25% of portfolio
-
Morgan Stanley New York, NY1.29MShares$82.7 Million0.01% of portfolio