Heritage Wealth Architects, Inc. J P Morgan ETF Tr U S Value Fa Transaction History
Heritage Wealth Architects, Inc.
- $103 Billion
- Q1 2025
A detailed history of Heritage Wealth Architects, Inc. transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 42,319 shares of JVAL stock, worth $1.69 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
42,319Holding current value
$1.69 Million% of portfolio
1.7%Shares
1 transactions
Others Institutions Holding JVAL
# of Institutions
138Shares Held
12.2MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$63.2 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.2MShares$47.9 Million2.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC980KShares$39.2 Million0.02% of portfolio
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Cwm, LLC849KShares$34 Million0.14% of portfolio
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Cerity Partners LLC New York, NY544KShares$21.8 Million0.05% of portfolio