Liberty Wealth Management LLC J P Morgan ETF Tr Betabuilders Transaction History
Liberty Wealth Management LLC
- $569 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding BBCA
# of Institutions
202Shares Held
82.7MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY71.9MShares$5.24 Billion0.43% of portfolio
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Bank Of America Corp Charlotte, NC1.74MShares$127 Million0.01% of portfolio
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Richard Bernstein Advisors LLC1.08MShares$78.5 Million1.68% of portfolio
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Envestnet Asset Management Inc895KShares$65.2 Million0.02% of portfolio
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Assetmark, Inc752KShares$54.7 Million0.16% of portfolio