Heritage Oak Wealth Advisors LLC J P Morgan Exchange Traded Fd Transaction History
Heritage Oak Wealth Advisors LLC
- $213 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding JGRO
# of Institutions
225Shares Held
44.2MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY8.54MShares$00.0% of portfolio
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Lpl Financial LLC Fort Mill, SC3.64MShares$00.0% of portfolio
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Ameriprise Financial Inc Minneapolis, MN3.47MShares$00.0% of portfolio
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Captrust Financial Advisors Raleigh, NC3.17MShares$00.0% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX2.25MShares$00.47% of portfolio