Dynasty Wealth Management, LLC Jp Morgan ETF Fd Tr Active Val Transaction History
Dynasty Wealth Management, LLC
- $6 Trillion
- Q1 2025
A detailed history of Dynasty Wealth Management, LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 3,095,605 shares of JAVA stock, worth $195 Million. This represents 3.28% of its overall portfolio holdings.
Number of Shares
3,095,605Holding current value
$195 Million% of portfolio
3.28%Shares
1 transactions
Others Institutions Holding JAVA
# of Institutions
225Shares Held
50.5MCall Options Held
10.4KPut Options Held
1.4K-
Jpmorgan Chase & CO New York, NY13.4MShares$845 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC3.88MShares$244 Million0.1% of portfolio
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Sagespring Wealth Partners, LLC Franklin, TN2.8MShares$177 Million4.5% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.16MShares$136 Million0.04% of portfolio
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Janney Montgomery Scott LLC1.48MShares$93 Million0.27% of portfolio