Envestnet Portfolio Solutions, Inc. J P Morgan ETF Tr U S Value Fa Transaction History
Envestnet Portfolio Solutions, Inc.
- $26.1 Billion
- Q2 2024
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 4,621,460 shares of JVAL stock, worth $201 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
4,621,460
Previous 4,573,789
1.04%
Holding current value
$201 Million
Previous $190 Million
0.78%
% of portfolio
0.72%
Previous 0.75%
Shares
4 transactions
Others Institutions Holding JVAL
# of Institutions
121Shares Held
21.3MCall Options Held
0Put Options Held
0-
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
-
Cwm, LLC885KShares$38.4 Million0.17% of portfolio