Invenio Wealth Partners LLC J P Morgan ETF Tr U S Value Fa Transaction History
Invenio Wealth Partners LLC
- $238 Billion
- Q1 2025
A detailed history of Invenio Wealth Partners LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 110,559 shares of JVAL stock, worth $4.64 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
110,559Holding current value
$4.64 Million% of portfolio
1.92%Shares
1 transactions
Others Institutions Holding JVAL
# of Institutions
138Shares Held
12.2MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$66.3 Million1.05% of portfolio
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Cobblestone Capital Advisors LLC Rochester, NY1.2MShares$50.2 Million2.82% of portfolio
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Lpl Financial LLC Fort Mill, SC980KShares$41.1 Million0.02% of portfolio
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Cwm, LLC849KShares$35.6 Million0.14% of portfolio
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Cerity Partners LLC New York, NY544KShares$22.8 Million0.05% of portfolio