Litman Gregory Wealth Management LLC Jp Morgan ETF Fd Tr Active Val Transaction History
Litman Gregory Wealth Management LLC
- $1.33 Billion
- Q3 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 10,710 shares of JAVA stock, worth $745,308. This represents 0.06% of its overall portfolio holdings.
Number of Shares
10,710
Previous 11,385
5.93%
Holding current value
$745,308
Previous $745,000
0.94%
% of portfolio
0.06%
Previous 0.06%
Shares
11 transactions
Others Institutions Holding JAVA
# of Institutions
248Shares Held
60.8MCall Options Held
4KPut Options Held
6K-
Jpmorgan Chase & CO New York, NY16MShares$1.11 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.73MShares$399 Million0.12% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN3.84MShares$268 Million4.39% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL3.76MShares$262 Million3.46% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.53MShares$176 Million0.04% of portfolio