Captrust Financial Advisors J P Morgan ETF Tr U S Value Fa Transaction History
Captrust Financial Advisors
- $33 Billion
- Q3 2024
A detailed history of Captrust Financial Advisors transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Captrust Financial Advisors holds 6,896 shares of JVAL stock, worth $302,044. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,896
Previous 4,974
38.64%
Holding current value
$302,044
Previous $203,000
47.78%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding JVAL
# of Institutions
121Shares Held
11.4MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$69.2 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.18MShares$51.5 Million3.0% of portfolio
-
Cwm, LLC865KShares$37.9 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC806KShares$35.3 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY553KShares$24.2 Million0.05% of portfolio