Fsm Wealth Advisors, LLC Jp Morgan ETF Fd Tr Active Val Transaction History
Fsm Wealth Advisors, LLC
- $298 Million
- Q2 2024
A detailed history of Fsm Wealth Advisors, LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 294,641 shares of JAVA stock, worth $18.3 Million. This represents 5.86% of its overall portfolio holdings.
Number of Shares
294,641
Previous 275,604
6.91%
Holding current value
$18.3 Million
Previous $16.5 Million
5.79%
% of portfolio
5.86%
Previous 5.87%
Shares
8 transactions
Others Institutions Holding JAVA
# of Institutions
161Shares Held
17.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.52MShares$157 Million0.08% of portfolio
-
Janney Montgomery Scott LLC956KShares$59.3 Million0.17% of portfolio
-
Morgan Stanley New York, NY932KShares$57.8 Million0.0% of portfolio
-
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE893KShares$55.4 Million2.35% of portfolio
-
Jpmorgan Chase & CO New York, NY846KShares$52.5 Million0.0% of portfolio