Cornerstone Planning Group LLC Jp Morgan ETF Tr Betabuilders Transaction History

Cornerstone Planning Group LLC

$418 Billion
Q1 2025

A detailed history of Cornerstone Planning Group LLC transactions in Jp Morgan ETF Tr Betabuilders stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 4 shares of BBRE stock, worth $365. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$365

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 30, 2025	BUY	$90.18 - $98.47 $360 - $393	4 New	4 $361,000

Others Institutions Holding BBRE

# of Institutions

Shares Held

8.95M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

3.74M
Shares

$342 Million
0.03% of portfolio
University Of Texas

2.48M
Shares

$227 Million
40.69% of portfolio
Global Endowment Management, LP Charlotte, NC

526K
Shares

$48.1 Million
6.79% of portfolio
Alaska Permanent Capital Management

476K
Shares

$43.5 Million
3.77% of portfolio
High Tower Advisors, LLC Chicago, IL

450K
Shares

$41.1 Million
0.06% of portfolio

View Full List

About JP MORGAN ETF TR BETABUILDERS

Ticker BBRE
Sector ETFs
Industry ETFs

More about BBRE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.

Account

Cornerstone Planning Group LLC Jp Morgan ETF Tr Betabuilders Transaction History