Daymark Wealth Partners, LLC J P Morgan ETF Tr U S Value Fa Transaction History
Daymark Wealth Partners, LLC
- $2.71 Billion
- Q2 2024
A detailed history of Daymark Wealth Partners, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 24,729 shares of JVAL stock, worth $1.07 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
24,729
Previous 25,692
3.75%
Holding current value
$1.07 Million
Previous $1.07 Million
5.52%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding JVAL
# of Institutions
121Shares Held
21.3MCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA4.62MShares$201 Million0.72% of portfolio
-
First Citizens Bank & Trust CO4.47MShares$194 Million2.9% of portfolio
-
Brinker Capital Investments, LLC1.58MShares$68.6 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.17MShares$50.7 Million2.98% of portfolio
-
Orion Portfolio Solutions, LLC1.01MShares$43.7 Million0.46% of portfolio