Cliftonlarsonallen Wealth Advisors, LLC J P Morgan Exchg Traded Fd Tr Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.33 Billion
- Q3 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 279,227 shares of JIRE stock, worth $18 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
279,227
Previous 250,899
11.29%
Holding current value
$18 Million
Previous $15.7 Million
17.39%
% of portfolio
0.43%
Previous 0.34%
Shares
5 transactions
Others Institutions Holding JIRE
# of Institutions
131Shares Held
79.2MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY60.3MShares$3.88 Billion0.33% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.28MShares$147 Million0.07% of portfolio
-
Assetmark, Inc1.82MShares$117 Million0.36% of portfolio
-
Janney Montgomery Scott LLC1.14MShares$73.3 Million0.22% of portfolio
-
Commonwealth Equity Services, LLC991KShares$63.8 Million0.1% of portfolio