Capital Advisors Wealth Management, LLC Jp Morgan ETF Fd Tr Active Val Transaction History

Capital Advisors Wealth Management, LLC

  • $504 Million
  • Q2 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 3,409 shares of JAVA stock, worth $217,187. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,409
Previous 3,394 0.44%
Holding current value
$217,187
Previous $203,000 0.49%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
BUY
$56.88 - $60.48 $853 - $907
15 Added 0.44%
3,409 $202,000
Q1 2024

Apr 12, 2024
BUY
$54.39 - $59.89 $184,599 - $203,266
3,394 New
3,394 $203,000
Q1 2023

Apr 14, 2023
BUY
$49.25 - $54.28 $244,624 - $269,608
4,967 New
4,967 $255,000

Others Institutions Holding JAVA

# of Institutions
161
Shares Held
17.1M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN ETF FD TR ACTIVE VAL

JAVA Quotes by TradingView
  • Ticker JAVA
  • Sector ETFs
  • Industry ETFs
More about JAVA
Track This Portfolio

Track Capital Advisors Wealth Management, LLC Portfolio

Follow Capital Advisors Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email