Levy Wealth Management Group, LLC J P Morgan ETF Tr U S Quality Transaction History
Levy Wealth Management Group, LLC
- $390 Million
- Q2 2024
A detailed history of Levy Wealth Management Group, LLC transactions in J P Morgan ETF Tr U S Quality stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 634,321 shares of JQUA stock, worth $36.9 Million. This represents 8.61% of its overall portfolio holdings.
Number of Shares
634,321
Previous 548,704
15.6%
Holding current value
$36.9 Million
Previous $29 Million
15.78%
% of portfolio
8.61%
Previous 7.71%
Shares
6 transactions
Others Institutions Holding JQUA
# of Institutions
338Shares Held
69MCall Options Held
0Put Options Held
0-
Signaturefd, LLC Atlanta, GA5.53MShares$322 Million6.03% of portfolio
-
Savant Capital, LLC5.12MShares$298 Million2.47% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.54MShares$206 Million0.09% of portfolio
-
St Germain D J CO Inc Springfield, MA2.64MShares$154 Million7.03% of portfolio
-
Annex Advisory Services, LLC2.57MShares$150 Million5.28% of portfolio