Confluence Wealth Services, Inc. Jp Morgan ETF Fd Tr Active Val Transaction History
Confluence Wealth Services, Inc.
- $2.05 Billion
- Q4 2025
A detailed history of Confluence Wealth Services, Inc. transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 200,000 shares of JAVA stock, worth $13.9 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
200,000Holding current value
$13.9 Million% of portfolio
0.68%Shares
1 transactions
Others Institutions Holding JAVA
# of Institutions
253Shares Held
61.7MCall Options Held
4KPut Options Held
6K-
Jpmorgan Chase & CO New York, NY16MShares$1.11 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.73MShares$399 Million0.12% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN4.2MShares$292 Million4.7% of portfolio
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Dynasty Wealth Management, LLC St. Petersburg, FL3.76MShares$262 Million3.46% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.53MShares$176 Million0.04% of portfolio