Householder Group Estate & Retirement Specialist, LLC J P Morgan ETF Tr U S Value Fa Transaction History
Householder Group Estate & Retirement Specialist, LLC
- $343 Million
- Q3 2024
A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 22,283 shares of JVAL stock, worth $1.01 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
22,283
Previous 22,150
0.6%
Holding current value
$1.01 Million
Previous $905,000
7.18%
% of portfolio
0.28%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding JVAL
# of Institutions
121Shares Held
11.4MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$71.8 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.18MShares$53.4 Million3.0% of portfolio
-
Cwm, LLC865KShares$39.3 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC806KShares$36.6 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY553KShares$25.1 Million0.05% of portfolio