Kingsview Wealth Management, LLC J P Morgan ETF Tr U S Value Fa Transaction History
Kingsview Wealth Management, LLC
- $4.71 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding JVAL
# of Institutions
125Shares Held
11.6MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$70.7 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.18MShares$52.6 Million3.0% of portfolio
-
Cwm, LLC865KShares$38.7 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC806KShares$36.1 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY553KShares$24.8 Million0.05% of portfolio