Heritage Wealth Management, Inc. Jp Morgan ETF Fd Tr Active Val Transaction History
Heritage Wealth Management, Inc.
- $294 Billion
- Q1 2025
A detailed history of Heritage Wealth Management, Inc. transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 17,939 shares of JAVA stock, worth $1.11 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
17,939
Previous 13,233
35.56%
Holding current value
$1.11 Million
Previous $838 Million
36.08%
% of portfolio
0.39%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding JAVA
# of Institutions
223Shares Held
50.1MCall Options Held
10.4KPut Options Held
1.4K-
Jpmorgan Chase & CO New York, NY13.4MShares$828 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.88MShares$239 Million0.1% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL3.1MShares$191 Million3.28% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN2.8MShares$173 Million4.5% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.16MShares$133 Million0.04% of portfolio