Goodwin Investment Advisory J P Morgan ETF Tr U S Value Fa Transaction History
Goodwin Investment Advisory
- $212 Million
- Q1 2024
A detailed history of Goodwin Investment Advisory transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Goodwin Investment Advisory holds 23,691 shares of JVAL stock, worth $968,488. This represents 0.46% of its overall portfolio holdings.
Number of Shares
23,691
Previous 23,691
-0.0%
Holding current value
$968,488
Previous $986,000
-0.0%
% of portfolio
0.46%
Previous 0.46%
Shares
6 transactions
Others Institutions Holding JVAL
# of Institutions
116Shares Held
21.1MCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA4.57MShares$187 Million0.75% of portfolio
-
First Citizens Bank & Trust CO4.43MShares$181 Million2.97% of portfolio
-
Brinker Capital Investments, LLC1.58MShares$64.6 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.14MShares$46.5 Million3.03% of portfolio
-
Orion Portfolio Solutions, LLC1.07MShares$43.6 Million0.5% of portfolio