Collaborative Wealth Managment Inc. J P Morgan ETF Tr U S Quality Transaction History
Collaborative Wealth Managment Inc.
- $215 Million
- Q3 2024
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 99,886 shares of JQUA stock, worth $5.92 Million. This represents 2.63% of its overall portfolio holdings.
Number of Shares
99,886
Previous 95,983
4.07%
Holding current value
$5.92 Million
Previous $5.08 Million
11.18%
% of portfolio
2.63%
Previous 2.54%
Shares
9 transactions
Others Institutions Holding JQUA
# of Institutions
346Shares Held
69.9MCall Options Held
0Put Options Held
0-
Signaturefd, LLC Atlanta, GA5.53MShares$328 Million6.03% of portfolio
-
Savant Capital, LLC5.12MShares$303 Million2.47% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.54MShares$210 Million0.09% of portfolio
-
St Germain D J CO Inc Springfield, MA2.68MShares$159 Million7.21% of portfolio
-
Annex Advisory Services, LLC2.37MShares$140 Million4.58% of portfolio