Capital Advisors Wealth Management, LLC J P Morgan ETF Tr U S Quality Transaction History
Capital Advisors Wealth Management, LLC
- $481 Million
- Q1 2024
A detailed history of Capital Advisors Wealth Management, LLC transactions in J P Morgan ETF Tr U S Quality stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 13,826 shares of JQUA stock, worth $737,893. This represents 0.15% of its overall portfolio holdings.
Number of Shares
13,826
Previous 12,957
6.71%
Holding current value
$737,893
Previous $620,000
17.74%
% of portfolio
0.15%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding JQUA
# of Institutions
287Shares Held
62.1MCall Options Held
0Put Options Held
0-
Signaturefd, LLC Atlanta, GA5.39MShares$288 Million6.04% of portfolio
-
Annex Advisory Services, LLC4.21MShares$224 Million8.1% of portfolio
-
Jpmorgan Chase & CO New York, NY2.72MShares$145 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.59MShares$138 Million0.08% of portfolio
-
St Germain D J CO Inc Springfield, MA2.57MShares$137 Million6.67% of portfolio