Coastal Investment Advisors, Inc. J P Morgan ETF Tr U S Value Fa Transaction History
Coastal Investment Advisors, Inc.
- $211 Million
- Q3 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 1,600 shares of JVAL stock, worth $71,984. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,600
Previous 2,430
34.16%
Holding current value
$71,984
Previous $99,000
30.3%
% of portfolio
0.03%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding JVAL
# of Institutions
122Shares Held
11.5MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$71.1 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.18MShares$52.9 Million3.0% of portfolio
-
Cwm, LLC865KShares$38.9 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC806KShares$36.3 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY553KShares$24.9 Million0.05% of portfolio