Collaborative Wealth Managment Inc. J P Morgan ETF Tr U S Quality Transaction History
Collaborative Wealth Managment Inc.
- $207 Million
- Q1 2025
A detailed history of Collaborative Wealth Managment Inc. transactions in J P Morgan ETF Tr U S Quality stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 102,777 shares of JQUA stock, worth $6.05 Million. This represents 2.8% of its overall portfolio holdings.
Number of Shares
102,777
Previous 103,075
0.29%
Holding current value
$6.05 Million
Previous $5.9 Million
1.68%
% of portfolio
2.8%
Previous 2.76%
Shares
11 transactions
Others Institutions Holding JQUA
# of Institutions
401Shares Held
74.7MCall Options Held
0Put Options Held
0-
Savant Capital, LLC7.31MShares$430 Million3.13% of portfolio
-
Signaturefd, LLC Atlanta, GA5.38MShares$317 Million6.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$258 Million0.1% of portfolio
-
St Germain D J CO Inc Springfield, MA2.81MShares$165 Million7.73% of portfolio
-
Sage Mountain Advisors LLC2.5MShares$147 Million10.57% of portfolio