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 $5.81 Million. This represents 2.63% of its overall portfolio holdings.
Number of Shares
99,886
Previous 95,983
4.07%
Holding current value
$5.81 Million
Previous $5.08 Million
11.18%
% of portfolio
2.63%
Previous 2.54%
Shares
9 transactions
Others Institutions Holding JQUA
# of Institutions
338Shares Held
69MCall Options Held
0Put Options Held
0-
Signaturefd, LLC Atlanta, GA5.53MShares$322 Million6.03% of portfolio
-
Savant Capital, LLC5.12MShares$298 Million2.47% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.54MShares$206 Million0.09% of portfolio
-
St Germain D J CO Inc Springfield, MA2.64MShares$154 Million7.03% of portfolio
-
Annex Advisory Services, LLC2.57MShares$150 Million5.28% of portfolio