Mn Wealth Advisors, LLC J P Morgan ETF Tr U S Value Fa Transaction History
Mn Wealth Advisors, LLC
- $172 Billion
- Q2 2024
A detailed history of Mn Wealth Advisors, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Mn Wealth Advisors, LLC holds 12,107 shares of JVAL stock, worth $522,295. This represents 0.29% of its overall portfolio holdings.
Number of Shares
12,107
Previous 11,960
1.23%
Holding current value
$522,295
Previous $498 Million
0.59%
% of portfolio
0.29%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding JVAL
# of Institutions
121Shares Held
21.3MCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA4.62MShares$199 Million0.72% of portfolio
-
First Citizens Bank & Trust CO4.47MShares$193 Million2.9% of portfolio
-
Brinker Capital Investments, LLC1.58MShares$68.2 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.17MShares$50.4 Million2.98% of portfolio
-
Orion Portfolio Solutions, LLC1.01MShares$43.5 Million0.46% of portfolio