Modera Wealth Management, LLC J P Morgan ETF Tr U S Value Fa Transaction History
Modera Wealth Management, LLC
- $7.26 Billion
- Q1 2025
A detailed history of Modera Wealth Management, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Modera Wealth Management, LLC holds 4,867 shares of JVAL stock, worth $218,187. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,867
Previous 4,867
-0.0%
Holding current value
$218,187
Previous $210,000
4.29%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding JVAL
# of Institutions
140Shares Held
12.2MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$70.8 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.2MShares$53.7 Million2.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC980KShares$43.9 Million0.02% of portfolio
-
Cwm, LLC849KShares$38.1 Million0.14% of portfolio
-
Cerity Partners LLC New York, NY544KShares$24.4 Million0.05% of portfolio