Joseph Group Capital Management Innovator U.S. Equity Power Bu Transaction History
Joseph Group Capital Management
- $252 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding PJAN
# of Institutions
258Shares Held
22.9MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY3.9MShares$167 Million0.06% of portfolio
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Penserra Capital Management LLC Orinda, CA1.16MShares$49.4 Million0.85% of portfolio
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Commonwealth Equity Services, LLC1.1MShares$47 Million0.06% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.09MShares$46.6 Million0.11% of portfolio
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Mml Investors Services, LLC Springfield, MA936KShares$40 Million0.13% of portfolio