Coastal Investment Advisors, Inc. J P Morgan ETF Tr U S Value Fa Transaction History
Coastal Investment Advisors, Inc.
- $234 Million
- Q4 2024
A detailed history of Coastal Investment Advisors, Inc. transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 600 shares of JVAL stock, worth $26,550. This represents 0.01% of its overall portfolio holdings.
Number of Shares
600
Previous 1,600
62.5%
Holding current value
$26,550
Previous $69,000
63.77%
% of portfolio
0.01%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding JVAL
# of Institutions
131Shares Held
11.7MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$69.9 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.19MShares$52.7 Million2.92% of portfolio
-
Cwm, LLC860KShares$38.1 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC833KShares$36.9 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY541KShares$23.9 Million0.05% of portfolio