Householder Group Estate & Retirement Specialist, LLC J P Morgan ETF Tr U S Value Fa Transaction History
Householder Group Estate & Retirement Specialist, LLC
- $356 Million
- Q2 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 22,150 shares of JVAL stock, worth $961,310. This represents 0.25% of its overall portfolio holdings.
Number of Shares
22,150
Previous 22,128
0.1%
Holding current value
$961,310
Previous $920,000
1.63%
% of portfolio
0.25%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding JVAL
# of Institutions
121Shares Held
21.3MCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA4.62MShares$201 Million0.72% of portfolio
-
First Citizens Bank & Trust CO4.47MShares$194 Million2.9% of portfolio
-
Brinker Capital Investments, LLC1.58MShares$68.6 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.17MShares$50.7 Million2.98% of portfolio
-
Orion Portfolio Solutions, LLC1.01MShares$43.7 Million0.46% of portfolio