Litman Gregory Wealth Management LLC Jp Morgan ETF Fd Tr Active Val Transaction History
Litman Gregory Wealth Management LLC
- $1.16 Billion
- Q1 2025
A detailed history of Litman Gregory Wealth Management LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 12,996 shares of JAVA stock, worth $800,813. This represents 0.07% of its overall portfolio holdings.
Number of Shares
12,996
Previous 15,856
18.04%
Holding current value
$800,813
Previous $1 Million
17.75%
% of portfolio
0.07%
Previous 0.09%
Shares
9 transactions
Others Institutions Holding JAVA
# of Institutions
217Shares Held
41.3MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY10.2MShares$630 Million0.05% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL3.1MShares$191 Million3.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.83MShares$174 Million0.08% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN2.8MShares$173 Million4.5% of portfolio
-
Janney Montgomery Scott LLC1.48MShares$91 Million0.27% of portfolio