Mbl Wealth, LLC J P Morgan ETF Tr U S Value Fa Transaction History
Mbl Wealth, LLC
- $866 Million
- Q3 2024
A detailed history of Mbl Wealth, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Mbl Wealth, LLC holds 12,000 shares of JVAL stock, worth $533,880. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,000
Previous 12,000
-0.0%
Holding current value
$533,880
Previous $490,000
6.53%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding JVAL
# of Institutions
123Shares Held
11.6MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$70.3 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.18MShares$52.3 Million3.0% of portfolio
-
Cwm, LLC865KShares$38.5 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC806KShares$35.9 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY553KShares$24.6 Million0.05% of portfolio