Cliftonlarsonallen Wealth Advisors, LLC J P Morgan ETF Tr U S Quality Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $5.95 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding JQUA
# of Institutions
429Shares Held
78MCall Options Held
0Put Options Held
0-
Savant Capital, LLC8.38MShares$529 Million3.28% of portfolio
-
Signaturefd, LLC Atlanta, GA5.5MShares$347 Million6.12% of portfolio
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Lpl Financial LLC Fort Mill, SC4.59MShares$289 Million0.1% of portfolio
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Morgan Stanley New York, NY2.73MShares$172 Million0.01% of portfolio
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Sage Mountain Advisors LLC2.71MShares$171 Million10.81% of portfolio