Consilium Wealth Advisory, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Consilium Wealth Advisory, LLC
- $182 Million
- Q2 2024
A detailed history of Consilium Wealth Advisory, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 64,470 shares of JEPQ stock, worth $3.38 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
64,470
Previous 66,738
3.4%
Holding current value
$3.38 Million
Previous $3.62 Million
1.13%
% of portfolio
1.97%
Previous 2.05%
Shares
5 transactions
Others Institutions Holding JEPQ
# of Institutions
590Shares Held
106MCall Options Held
93.9KPut Options Held
84.7K-
Jpmorgan Chase & CO New York, NY16.4MShares$860 Million0.08% of portfolio
-
Morgan Stanley New York, NY12.6MShares$662 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.22MShares$378 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC5.8MShares$304 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA4.83MShares$253 Million0.07% of portfolio